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ANNUAL SUMMARY DESCRIPTION (For Existing SIMPLE Plan) EMPLOYER INSTRUCTIONS: We are required to provide you with an Annual Summary Description for your SIMPLE Plan. You, the employer, must complete
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What is managed account wrap fee?
Managed account wrap fee is a bundled fee charged by investment advisors to manage a client's investment portfolio.
Who is required to file managed account wrap fee?
Investment advisors who charge managed account wrap fees are required to file Form ADV with the Securities and Exchange Commission.
How to fill out managed account wrap fee?
To fill out managed account wrap fee, investment advisors need to disclose all fees and expenses associated with managing the client's portfolio.
What is the purpose of managed account wrap fee?
The purpose of managed account wrap fee is to simplify the fee structure for clients by bundling all costs associated with managing their investments.
What information must be reported on managed account wrap fee?
The information that must be reported on managed account wrap fee includes the total fee charged, any additional expenses, and the services provided.
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