This firm offers a wrap fee program where you pay a single fee for investment advice and transaction costs. The fee covers TE3, AEWM, third-party partners, and custodian costs. The wrap program fees do not exceed 1.65%. The fee is calculated as a percentage of assets under management (AUM) based on the average daily balance of the account(s) and deducted from Client account(s) in arrears on a monthly basis. There is no stated minimum annual fee or minimum investment amount.