Sentences with phrase «average client assets»

Not exact matches

The higher - than - average annual fees SAC charges clients — as much as 3 percent of assets and 50 percent of profits — cover the expenses of running his hedge funds, including employee compensation, and generate profits for Cohen as the principal owner.

Advisors report their typical clients with variable annuities have, on average, $ 1.7 million in assets, are 55 years of age and have an average of 13 % of their assets in variable annuities.

Morgan Stanley ended 2017 with 15,712 brokers who oversaw $ 2.37 trillion of client assets, and generated an average $ 1.12 million of annualized revenue per representative, a regulatory filing showed.

The firm has about $ 170 million in client assets, with the average account of about $ 1 million, Brown told ETF.com.

More than 85 % of the Schwab market cap index ETFs have expenses lower than 0.10 %, with an asset - weighted average expense ratio of just 0.05 %.1 As one of the largest and fastest growing ETF families, we are able to offer the broad market access and diverse options that clients seek — with some of the lowest expenses in the industry.

At FeeX, we enable financial managers to show their consumer clients exactly how much is being charged by the asset managers — and then compare returns adjusted for fees — which on average, can consume 30 % of the total account over time.

Plan administration for clients with assets in excess of $ 500M and average participant population of 20k.