Morgan Stanley Brokers

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Jan 10, 2006 6:54 pm

What’s “Portfolio Architect?”  Is it basically a wrap account? 

Jan 10, 2006 7:26 pm

Wrap Mutual Fund account based on Proprietary MS Funds, mostly class A share MS institutional funds (with some Van Kampen and regular retail mutual funds) w/$1 million minimums, waived for PA accts.  Minimum amount is $10,000, fee tops out at 1.5%.  Auto rebalancing quarterly if you use the recommended allocation (ibbottson style).  Morgan also has Fund Solution, which is the same thing except with external funds.