The Motley Fool

AUGUST 18, 2024

You can invest in stocks through a brokerage account, including individual retirement accounts (IRAs) that can save you money on taxes. Private equity funds often charge large fees. A popular fee structure is "2 and 20," where investors pay a 2% management fee and a 20% share of investment profits.

Fee Structure 245

Fee Structure Investing Banks Management Fees 245

The Motley Fool

AUGUST 12, 2024

Shares can be bought and sold through brokerage accounts, including individual retirement accounts (IRAs) that help you save on taxes. There can also be hefty fees involved. Private equity funds often use a "2 and 20" fee structure -- a 2% management fee and a 20% cut of any profits.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

FEBRUARY 5, 2025

But interval funds come with unique risks and characteristics and have a fee structure that may be higher than that charged by other types of funds. Interval fund fees vary, and, like other funds, include management fees and service fees, as well as potential additional front-end sales charges.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

The Motley Fool

FEBRUARY 28, 2025

The funds we advised through our External Investment Manager continued to experience favorable performance in the fourth quarter, resulting in significant incentive fee income for our asset management business for the ninth consecutive quarter and, together with our recurring management fees, a significant contribution to our net investment income.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

DECEMBER 19, 2024

Millrose will be externally managed by a subsidiary of Kennedy Lewis Investments and Institutional alternative investment firm with approximately $17 billion in AUM and extensive experience with both Lennar and with the land and land development business for home builders. We expect our Q1 tax rate to be approximately 24.5%

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Debt Assets Capital Banks 242

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. There are currently tax rules that sunset in '25. Thanks for the question. I appreciate that color.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

MARCH 20, 2024

Fintech services revenues sustained a teens year-on-year growth rate on increased commercial payment volume, wealth management fees, and consumer loan fees. Income tax expense rose by 111% year on year to 9.7 billion renminbi, driven by operating profit growth and increased withholding tax provision.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246