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Wrap Program Brochure Form ADV Appendix 1225 S. Lake Avenue, Suite 600 Pasadena, CA 91101 6264405995 www.tsgadvisor.com March 29, 2022This wrap fee program brochure provides information about the

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How to fill out portfolio advisor wrap fee

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Gather all relevant information and documents such as financial statements, investment goals, risk tolerance, and investment time horizon.

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Research different portfolio advisor wrap fee options offered by various financial institutions and choose one that aligns with your investment objectives.

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Who needs portfolio advisor wrap fee?

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Individuals who prefer a hands-off approach to managing their investments and want to delegate the decision-making process to a professional portfolio advisor.

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Investors who are looking to streamline their investment management process and reduce the administrative burden of managing multiple accounts.

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What is portfolio advisor wrap fee?

Portfolio advisor wrap fee is a bundled fee charged by financial advisors for a comprehensive investment service.

Who is required to file portfolio advisor wrap fee?

Financial advisors who offer wrap fee programs are required to file portfolio advisor wrap fee.

How to fill out portfolio advisor wrap fee?

Portfolio advisor wrap fee can be filled out through the SEC's electronic filing system.

What is the purpose of portfolio advisor wrap fee?

The purpose of portfolio advisor wrap fee is to provide clients with a simplified fee structure for investment services.

What information must be reported on portfolio advisor wrap fee?

Information such as the fee amount, services provided, and any conflicts of interest must be reported on portfolio advisor wrap fee.

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