Wirehouse
Morgan Stanley Wealth Management
Morgan Stanley advisors distribute the Eaton Vance exchange funds and Parametric direct indexing, which Morgan Stanley owns.
- Their fee
- Not disclosed
- Minimum
- Not disclosed
- Onboarding
- Not disclosed
- Status
- Unknown
Not disclosed. Placement and servicing fees on exchange funds are typical in this channel, but I found no Eaton Vance figures.
Not disclosed for exchange funds or Parametric programs.
Eaton Vance does not publish closing dates.
Qualified purchasers for Eaton Vance exchange funds.
Products they offer
Exchange funds
| Product | Product fee | All-in fee |
|---|---|---|
| Eaton Vance (Morgan Stanley): Private exchange funds (Bel* and Clear*)Third-party sources say that access is part of a broader private wealth relationship. | Not disclosed | Not disclosed |
| Goldman Sachs Asset Management: Exchange Place fundsMorgan Stanley Smith Barney LLC is a sales compensation recipient on the 2019 Exchange Place LP Form D. Current status not verified. | Not disclosed | Not disclosed |
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Parametric (Morgan Stanley): Custom CoreParametric is a Morgan Stanley subsidiary since 2021-03-01. | 0.35%–0.40% | Not disclosed |
Sources
Checked 2026-10. Confidence: low.