The Motley Fool

NOVEMBER 19, 2024

The one main difference between investing in a stock and investing in an ETF is ETFs come with management fees, expressed as an expense ratio. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $368,131 !*

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Funds Investing 130

The Motley Fool

JANUARY 22, 2025

That strategy will enable it to earn management fee income, enhancing its investment returns. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $357,084 !* The REIT also revealed a plan late last year to tap the massive private capital market.

Management Fees 130

Management Fees Capital Debt Banks 130

The Motley Fool

FEBRUARY 28, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $311,551 !* What I mean there is we lowered the base management fee so that, you know, that change in the percentage will reduce the base management fees we get.

Capital 130

Capital Asset Management Debt Leveraging 130

This is going to be BIG.

AUGUST 22, 2016

Since I started working at First Round Capital back in 2009, very few early stage investors seem to be doing the same kinds of deals at the same stage today as they did back then. I do fine and pay my bills but greater scale, more management fees, and a bigger operation would undoubtedly put more money into my pockets in the short term.

Funds 113

Funds Venture Capital Management Fees Capital 113

The Big Picture

DECEMBER 4, 2024

Listeners think to 2009, the bottom, at the bottom, um, stocks have almost been a 10 bagger. But the biggest problem, and across the board, there are massive fees. There’s fees to set up the fund. There’s usually the management fee is a 1.5% And that’s the broad market. or 2% per year on average.

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Taxes Mutual Funds Accredited Investors Asset Management 52

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

ClearMoney

NOVEMBER 4, 2021

See, for example, the Fama/French US Momentum Factor’s return of –83.16% in 2009. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

The Motley Fool

MAY 1, 2024

But it was based on the model that we originally rolled out in 2009, where if you actually calculate the numbers, we expected, we'll call it, more breakage in the system. In 2019, we announced our sustainable revenue share platform, which basically was our commitment to paying out 50% of company dollar. million on an annualized basis.

Accounting 130

Accounting Liabilities Legal Leveraging 130

ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Debt 52

Debt Mutual Funds Capital Assets 52

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. We have committed approximately C$3 billion to BAI since 2009 and hold an 86% ownership stake. Our operating expense ratio was 28.6 basis points (bps), which is below the five-year average of 29.0

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

DECEMBER 25, 2024

Passive index funds tend to come with lower annual fees, so it makes sense to start your fund-screening process with that criterion. But this JPMorgan instrument may be well worth its 0.35% management fee. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,593 !*

Investing 244

Investing Exchange-Traded Funds Management Fees Funds 244

The Motley Fool

FEBRUARY 16, 2025

One of the most notable things about the Grayscale Bitcoin Mini Trust ETF is that it has one of the lowest fees of Bitcoin ETFs , charging just 0.15%, or $1.50 That's far cheaper than the company's original Grayscale Bitcoin Trust , which has an annual management fee of 1.5%. per $1,000 invested.

Exchange-Traded Funds 242

Exchange-Traded Funds Financial Institutions Management Fees Prospects 242

The Motley Fool

DECEMBER 23, 2024

One area that deserves some blame is the fees that these fund managers charge. For example, more sophisticated hedge funds typically charge a flat management fee of 2%, coupled with a performance fee that takes 20% of annual profits. Apple: if you invested $1,000 when we doubled down in 2008, youd have $48,196 !*

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

MARCH 15, 2025

The asset manager generates relatively steady income from advisory fees. Its income from management fees grows as the company raises its assets under management ( AUM ), which reached $1.6 And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $315,521 !*

Exchange-Traded Funds 225

Exchange-Traded Funds Management Fees Assets Asset Management 225

The Motley Fool

JANUARY 25, 2025

They trade on the market, so they're much easier to invest in than traditional mutual funds, and they often come with low expense ratios instead of high management fees. All of its ETFs track an index, so they're passively managed and come with some of the lowest fees you can find.

Mutual Funds 237

Mutual Funds Exchange-Traded Funds Management Fees Funds 237

The Motley Fool

FEBRUARY 1, 2025

Its management fee is also low at just 0.03%. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $311,343 !* This fund is a bit more diverse than the Schwab ETF, as it holds more than 2,500 stocks.

Exchange-Traded Funds 228

Exchange-Traded Funds Management Fees Stock Market Stock Market 228

The Motley Fool

FEBRUARY 23, 2025

You'll pay next to nothing in fees Vanguard is known for its low-cost funds, and the Vanguard S&P 500 ETF is no exception. in management fees. Spending less on fees is a fantastic way to maximize your gains. Many actively managed funds charge much more and may not even earn you better gains over the long term.

Investing 217

Investing Exchange-Traded Funds Management Fees Funds 217

The Motley Fool

FEBRUARY 23, 2025

The one difference to be aware of is ETFs come with management fees as expressed through an expense ratio. You'll want to choose an ETF with a ratio of less than 1% to ensure the fees don't eat unduly into your gains over time. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,554 !*

Exchange-Traded Funds 211

Exchange-Traded Funds Management Fees Funds Portfolios 211

The Motley Fool

FEBRUARY 18, 2025

What differentiates these two index funds is their net expense ratios -- i.e., the management fees investors pay, minus any discounts or fee waivers. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $360,040 !*

Exchange-Traded Funds 217

Exchange-Traded Funds Investing Investment Horizon Management Fees 217

The Motley Fool

FEBRUARY 2, 2025

This strategy should supply it with greater access to capital and management fee income while enhancing its investment returns. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $311,343 !* Meanwhile, the company's new private capital strategy has opened up the $18.8

Management Fees 173

Management Fees Taxes Capital Portfolios 173

The Motley Fool

FEBRUARY 27, 2025

And it's launching new investment platforms related to credit and private capital management. The private capital management platform opens up an $18.8 trillion opportunity to manage capital for institutional investors. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Management Fees 147

Management Fees Capital Taxes Portfolios 147

The Motley Fool

MARCH 9, 2025

But the allure of the opportunity is considerably less enticing if you're losing dividend income to pay high management fees. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $292,207 !* Fortunately, the Schwab U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Funds Assets 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $341,656 !* NIR ex-markets was up 3.1 billion or 30%. Revenue of 5.8

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

MARCH 27, 2025

Perhaps most compelling for long-term investors is the fund's minuscule expense ratio of just 0.03%, ensuring that virtually all of the market's returns flow directly to shareholders rather than being consumed by management fees. This cost efficiency becomes increasingly meaningful when compounded over decades of potential growth.

Exchange-Traded Funds 240

Exchange-Traded Funds Consulting Consultants Management Fees 240

The Motley Fool

FEBRUARY 5, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $307,661 !* We expect low double-digit earnings growth in PGIM, backed by strong asset management fee growth of 6% to 9%, driven by net flows and market appreciation, and an adjusted operating margin of 25% to 30%.

Liabilities 130

Liabilities Capital Assets Asset Management 130

The Motley Fool

JANUARY 24, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $381,744 !* The largest driver of the increase was our wealth business with fees of 18 million, up $3.1 Excluding this item, wealth management fees were up 1.9 million linked quarter. million in the fourth quarter.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). The expense ratio is paid by investors and helps cover operating costs for running the fund, including management fees (if applicable), marketing and administrative expenses, legal fees, and much more.

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

The Motley Fool

NOVEMBER 9, 2023

But we were in a decreasing rate environment, which meant that everybody who had a property that they wanted to either refinance or go buy, and there wasn't a lot of acquisition activity during the GFC, particularly 2008, 2009, they had capital and Fannie and Freddie particularly were able to deploy. Fast-forward to the pandemic.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

The Big Picture

JANUARY 7, 2025

So moved over to London back in 2009 and the rest is history. My family would argue with you, Barry, and argue with anybody who asked them that I live on a plane ’cause I manage a global business over seven offices, sixth of which happen to be in the us. And one of them Brevin Howard would, was headquartered in London.

Capital 52

Capital Hedge Funds Buyout Funds 52