| BUSINESSWEEK ONLINE : JULY 12, 1999 ISSUE | ||||||||
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| BUSINESSWEEK INVESTOR
What's Inside the Wrapper? CLIENT PROFILING Adviser conducts a thorough assessment of your financial status, investment objectives, time horizon, and risk tolerance. ASSET ALLOCATION Investment consultants evaluate profile and, with your approval, allocate the dollars to the appropriate investment managers. MONITORING Consultants track portfolio performance, reporting to adviser and client on a regular basis, usually quarterly. Allocation may be shifted depending on your needs or market conditions. ASSET-BASED FEES Your cost is an all-in-one fee that covers all the services. The fee can be as high as 3% but drops with the size of the account and through rampant discounting. DATA: CERULLI ASSOCIATES, BUSINESS WEEK _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ |
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RELATED ITEMS Mutual-Fund Blues? Try a ``Wrap'' TABLE: What's Inside the Wrapper? CHART: What You Should Pay for a Wrap Account INTERACT E-Mail to Business Week Online | |||
