WSCM offers a wrap-fee program where advisory, custody, and brokerage services are bundled into a single annual fee based on portfolio value. Fees are subject to negotiation but are based on an annualized rate of up to 1.5%. Fees vary based on client type, pre-existing relationships, assets under management, and service requirements. Clients may incur additional expenses such as mutual fund fees and certain brokerage-related fees.