Wrap fee program definition

Wrap fee program means a program under which any client is charged a specified fee or fees not based directly upon transactions in a client's account for investment advisory services performed by an investment adviser that is licensed or required to be licensed under Chapter 1707. of the Revised Code, which may include portfolio management or advice concerning the selection of other investment advisers, and execution of client transactions.

Wrap fee program means a program under which a specified fee or fees, not based directly upon transactions in a cli- ent’s account, are charged for investment advisory and brokerage services, which may include portfolio management or advice con- cerning the selection of other investment advisers and the execu- tion of client transactions.

Wrap fee program means an advisory program under which one (1) or more specified fees, not based directly upon transactions in a client’s account, are charged for investment advisory services and the execution of client transactions. The investment advisory services may include portfolio management or advice concerning the selection of other investment advisers.

Wrap fee program means a program under which any client is charged a specified fee or fees not based directly upon transactions in a client's account for investment advisory services performed by an investment adviser that is licensed or required to be licensed under Chapter 1707.

Wrap fee program means a program that charges a client a fee which is not directly based upon transactions in the client’s account for:

Wrap fee program means a program under which any client is charged a specified fee or fees not based directly upon transactions in a client’s account for investment advisory services, which may include portfolio manage- ment or advice concerning the selection of other invest- ment advisers, and execution of client transactions.

Wrap fee program means an advisory program under which a specified fee or fees not based directly upon transactions in a client's account is charged for:

Wrap fee program means a program under which a client is charged a specified fee or fees not based directly on transactions in a client’s account for investment advisory services (which

Wrap fee program means a program under which any Client is charged for investment advisory and execution services a specified fee or fee not based directly upon the transactions in the Client’s account.