The Motley Fool

MAY 22, 2024

Rowe Price given that the company operates one of the largest mutual fund families on Wall Street. It also offers other financial services. But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. Rowe Price fairly sticky.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Banks Management Fees 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 billion AUM) Data sources: Finviz.com, Yahoo!

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 12, 2024

Most of these funds are entirely new investment vehicles created from whole cloth after the SEC's long-awaited approval. For instance, the Grayscale Bitcoin Trust was founded in 2013, managing its Bitcoin holdings under a mutual fund structure for more than a decade. Others have been around for a while.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) New York Stock Exchange Mutual Funds Exchange-Traded Funds 130

The Motley Fool

MAY 7, 2024

Most of them will manage money for you, but many of them will also just do projects and charge by the hour or the project. Then finally, I'll just add, if you work with a financial services firm that you're happy with, like Vanguard, Fidelity, Schwab, T. These days more people are charging an assets under management fee.

Accounting 245

Accounting Finance Financing Consulting 245

ClearMoney

DECEMBER 5, 2021

The financial services industry has a long tradition of innovation, and cryptocurrency and the technology surrounding it may someday prove to be a historic breakthrough. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

The Motley Fool

FEBRUARY 11, 2025

Vanguard recently executed its largest cut to investment fees in its roughly five-decade existence. The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). The fund also focuses on dividend payers and as a result has over a 4.6%

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147