The Motley Fool

JULY 10, 2023

So what NextEra Energy Partners has been using a unique financing strategy to fund acquisitions to deliver on its ambitious dividend growth target (12% to 15% annually through 2026). It has secured several convertible equity portfolio financings (CEPF) with institutional investors like private equity funds.

Buyout 130

Buyout Financing Finance Management Fees 130

The Motley Fool

AUGUST 12, 2024

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. If you can build a successful business and increase your income, it can have a huge impact on your finances. Many index funds charge less than 0.1%.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

JUNE 20, 2024

That includes finance companies giving investors ways to put money in the space, like the Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ). That said, the management fee is a bit high at 0.68%, which, if you want to be cynical, is a function of the sponsor being able to take advantage of the popularity of the AI theme.

Exchange-Traded Funds 242

Exchange-Traded Funds Bidding Management Fees Assets 242

The Motley Fool

JANUARY 16, 2024

Known for offering innovative crypto-related financial products like its Web3 Index Fund and Bitwise 10 Crypto Fund , Bitwise has become a leader in blending cryptocurrencies with traditional finance. Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Financing 130

Private Equity Insights

MARCH 8, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Beltz Ianni offers the Total Retirement Plan Management solution, catering to small-to-midsize companies with retirement plan management services. Source: Finance Director Europe Can’t stop reading?

Education 130

Education Management Fees Assets Financing 130

The Motley Fool

JUNE 13, 2024

The ETF is heavily weighted toward just three market sectors that are all known for containing high-yield stocks: Real estate, utilities, and finance. The management fee is a very low 0.07%. That's basically all you need to know about the construction of this exchange-traded fund. focused dividend ETF. Schwab U.S.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Management Fees Assets 246

The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These offices can be set up for a specific family and handle their finances exclusively, or cater to multiple high-net-worth families.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

AUGUST 1, 2024

And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. Management fees are up 21% and 92% of these management fees are from permanent capital vehicles. AUM not-yet-paying fees was $15.9

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JULY 6, 2023

NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. This will give it the money to redeem some outstanding financing and fund new renewable energy investments as its shifts its focus to becoming a pure-play renewable energy producer.

Financing 100

Financing Finance Management Fees Assets 100

The Motley Fool

JUNE 8, 2024

Small businesses tend to benefit more than larger companies when rates fall because they're able to obtain the growth financing they need on more attractive terms. will enable you to keep more of these potential gains for yourself, rather than paying them out as management fees.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Prospects Stakes 130

The Motley Fool

OCTOBER 17, 2024

Importantly, private credit markets are expanding rapidly beyond financing M&A, and we're seeing a dramatic increase in demand for all forms of investment-grade private credit, including from many of the largest insurance companies and institutions in the world. Fee-related earnings were $1.2 in the last 12 months. Jonathan D.

Debt 130

Debt Management Fees Capital Funds 130

The Motley Fool

MARCH 24, 2024

Expect to pay management fees when buying shares of index funds. It's wise to pay attention to these fees and prioritize low-cost funds. For additional tips, check out our personal finance resources. An index fund is a collection of stocks and bonds.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

JANUARY 21, 2024

The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2 million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 Finance, and each fund's online home page.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. Management fees are up 26%, and 91% of these management fees are from permanent capital vehicles. FRE is up 27% and DE is up 22%.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

APRIL 24, 2024

Just because someone claims to have inside knowledge doesn't mean they can offer anything meaningful to your personal finances. Anyone can post to TikTok Any of us could refer to ourselves as an arborist (tree specialist), but that doesn't mean we know anything about trees. The same is true of many "financial experts."

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The company plans to evaluate additional asset sales and joint-venture opportunities, as well as explore limited secured debt financing options.

Prospects 130

Prospects Earnings Before Interest Amortization Depreciation 130

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 70

Investing Startups Performance Fees Management Fees 70

The Motley Fool

NOVEMBER 5, 2024

of our outstanding debt at the end of the quarter was variable rate in nature, illustrating the financing flexibility we have heading into the end of the year. With that said, we strive to demonstrate a proactive forward-looking mindset as we plan, position, and evolve our financing strategy for future growth.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. Maybe you've heard bro over the years say stuff like, I'm Robert Brokamp, if you've had a major life event, it might make sense for you to talk to a professional fee-only advisor. How about you break it down for us?

Accounting 245

Accounting Financing Finance Shareholders 245

The Motley Fool

AUGUST 7, 2024

For example, a good property manager can help keep your rental income truly passive. They will help you find tenants, keep your property occupied, and stay on top of any maintenance and day-to-day management. Fees vary, but many property sites estimate an 8% to 12% fee.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

AUGUST 9, 2024

We are also excited about the follow-on investments we made to finance strategic acquisitions by two of our high-performing lower middle market portfolio companies. Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies.

Capital 130

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

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3 Importantly, a lot of the activity is refinancing activity, as opposed to, for example, acquisition finance. NIR ex markets was up 7.3 billion or 56%. Expenses of 23.7

Banks 130

Banks Capital Financing Finance 130

The Motley Fool

FEBRUARY 15, 2024

Revenues benefited from a stronger gain on sale margin compared to the same quarter last year due to the mix of transaction activity that was weighted more heavily toward agency financing volume this quarter. These are global firms and domestic firms, services firms and specialty finance firms, lenders, and technology companies.

Debt 100

Debt Financing Capital Finance 100

The Motley Fool

JANUARY 29, 2024

Moreover, index-tracking ETFs tend to come with no transaction fees and absolutely minimal annual management fees -- in the spirit of Jack Bogle. Like any other ETF, you buy and sell them in the same manner as you would trade any ordinary stock.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

OCTOBER 30, 2024

By using proceeds from equity and debt financings, as well as cash flows from our operations, we strategically accumulate bitcoin and advocate for its role as digital capital. One, debt financing. Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. So what does this mean?

Leveraging 130

Leveraging Shareholders Capital Debt 130

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. And as such, we would expect leverage to increase during the course of the year.

Capital 130

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

The Motley Fool

MARCH 18, 2024

But if you don't have kids monopolizing your time, you might be able to swing the duties of a landlord, allowing you to profit from your rental income without losing a chunk of that money to property manager fees. Like with traditional IRAs and 401(k) plans, HSA contributions go in tax-free.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. Good morning.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

Private Equity Wire

FEBRUARY 29, 2024

Be willing to embrace enhanced deal uncertainty If you were selling a business (or providing finance for the sale of a business), would you prefer to transact with a deal-by-deal sponsor with uncertain capital and timeframes, or a private fund with committed and deployable capital?

Due Diligence 97

Due Diligence Capital Prospects Funds 97

This is going to be BIG.

MARCH 3, 2019

We do the work of sorting through the pitch decks of everyone and their mother, finding the diamonds in the rough, helping them turn an idea into something that looks like a company—and we do it for a fraction of the management fees of our later stage counterparts. Seed round investors get a tidy 18.2x

Management Fees 110

Management Fees Venture Capital Funds Capital 110

The Motley Fool

OCTOBER 31, 2024

PGIM, our global investment manager had higher asset management fees, driven by favorable investment performance, contributions from the Deerpath Capital acquisition and market appreciation. It's looking at opportunities for flow or new sales financing, as well as third-party blocks.

Liabilities 130

Liabilities Capital Assets Shareholders 130

The Motley Fool

MAY 10, 2024

We also benefited from significant fair value appreciation in the external investment manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers. As of today, I would characterize our lower middle market investment pipeline as above average.

Capital 130

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

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. laughs] I currently have a 403(b) with about $63,000 in it that I stopped paying into about 10 years ago because the management fees were growing. Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130