The Motley Fool

MAY 7, 2024

But a fiduciary is someone who is legally obligated to put your interests first. These days more people are charging an assets under management fee. But even in that situation, you want to find out is that the only fee? But even in that situation, you want to find out is that the only fee? The average is about 1%.

Accounting 245

Accounting Financing Finance Consulting 245

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. 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. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

MAY 28, 2024

I feel like that's legally required. 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. Enough about those, the final point I'll make is that the reported returns for mutual funds. Robert BroKamp: [laughs] Standard.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

AUGUST 2, 2024

Higher spread and fee income was the result of continued strong sales and the benefit of higher interest rates and equity markets. Additionally, expenses were lower and include a reduction in legal reserves. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Liabilities Capital Collateral 130

Sara Grillo

APRIL 11, 2022

I was managing their money in. In other words, a lay instead, in other words, if you wanted to do a flat fee instead of doing a um, the, he would do a flat fee, so I can’t speak to what inwards would it be? SARA GRILLO, CFA: The attire you hybrid or A and M. Two transactions, and that was it.

Portfolios 52

Portfolios Investors Consulting Consultants 52

The Big Picture

MARCH 27, 2023

RITHOLTZ: It’s mutual funds. It’s hedge funds. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. What accounts for the difference between the two in your experience working on the trading desk?

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

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).

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147