Sentences with phrase «based on assets under management»

All rankings based on Assets Under Management (AUM) as of March 31, 2018.

TFI is a wholly owned subsidiary of TIAA, a leading financial services organization, with nearly 100 years of experience, and one of the world's largest pension systems, based on assets under management.

The total management fee will vary based on the assets under management, but it will always be.75 % of assets.

@Henry: The list contains the largest mutual funds based on assets under management.

5th largest provider based on Assets Under Management (AUM), Source: Strategic Insight as of March 31, 2018 * As of January 18, 2017 ✝ This claim is based on net expense ratio data comparisons between Schwab market cap index mutual funds and non-Schwab market cap index mutual funds.

All rankings based on assets under management (AUM) as of March 31, 2018.

According to Barclay Hedge, one of the oldest and most respected providers of alternative investment data, out of the total $ 1.78 trillion invested in alternative investment strategies Managed futures is now # 1 surpassing all other investment strategies based on assets under management.

Most Canadian investment advisors charge about 1 % per year (based on assets under management) for their services.

Data sources: Assets under management from Charles Schwab Investment Management, Inc.; ETF ranking from Strategic Insight based on assets under management as of.

Discretionary managed accounts are charged a fee that is based on assets under management.

All rankings based on Assets Under Management (AUM) as of September 30, 2017.

The Barron's ranking includes independent advisory firms and is based on assets under management, retention, and many other factors that contribute to providing broad and... View Article

And continuing a trend that began around the turn of the millennium, RBC, TD and Scotiabank emerged as the clear top three based on assets under management.

Not exact matches

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

Fisher Investments Based on his aggressive marketing, he must believe annuities are a major source of acquiring assets under management into Fisher Investments

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

On Wednesday, Dalbar introduced the Profit - Based Pricing Model Calculator, which it says goes beyond «traditional assets under management pricing in which clients are charged an arbitrary basis point fee that is independent of the cost of servicing that client.»

But for new customers coming in the door, it sort of depends on — well, it would be based solely on their assets under management, whereas before, it depended on their assets under management, their investing style, preference, their tax needs.

For example, robo - advisor WiseBanyan, which has $ 35 million in assets under management, offers basic portfolio allocation advice for free based on to a brief survey of risk tolerance, but charges for customized advice.

Often fees are partially based on the amount of assets under management, as in the case of Vanguard and iShares.

Ranking algorithm is based on qualitative measures derived from telephone and in - person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.

Based on his aggressive marketing, he must believe annuities are a major source of Fisher Investments assets under management.

Ranking algorithm is based on qualitative measures: telephone and in - person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.

View Single and Multi-Family Offices and Family Office Service Providers based on geographic location and assets under management.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in - person interviews.

Ranking algorithm is based on quality of practice, including: telephone and in - person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

Individual investors hoping to buy fund shares for their IRA have to convert to an advisory account, which charges a a fee based on the amount of assets under management rather than on sales commissions.

You could soon find yourself being steered into accounts that charge on an «assets under management» basis by your broker.

Assets under management are calculated based on the assets on which MFS receives an asset - based management fee, including assets subject to non-discretionary advisory relationAssets under management are calculated based on the assets on which MFS receives an asset - based management fee, including assets subject to non-discretionary advisory relationassets on which MFS receives an asset - based management fee, including assets subject to non-discretionary advisory relationassets subject to non-discretionary advisory relationships.

Most actively managed mutual funds charge fees and expenses based on the size of the fund, usually 1 percent to 2 percent of the total assets under management.

In order to demonstrate commitment to increased transparency within the financial industry, the Saxo Group has taken the initiative to publicise on a monthly basis key figures related to its activity, namely retail assets under management as well as daily average and monthly trading volumes.

On a percentage basis, the biggest winner on the list was the ProShares Short VIX Short - Term Futures ETF (SVXY), with inflows of $ 778 million, or 72 % of its assets under managemenOn a percentage basis, the biggest winner on the list was the ProShares Short VIX Short - Term Futures ETF (SVXY), with inflows of $ 778 million, or 72 % of its assets under managemenon the list was the ProShares Short VIX Short - Term Futures ETF (SVXY), with inflows of $ 778 million, or 72 % of its assets under management.

Barron's Top 100 Independent Wealth Advisors ranking is based on the value of assets under management by the advisor and their teams, revenue generated for the firm, and quality of the practice.

To put this in perspective, assets under management for mutual funds in Canada were $ 1.3 trillion at the end of April, based on the last month of available data from the Investment Funds Institute of Canada (IFIC).

With the rise of many wealth management service fees being paid separately, consumers often pay a simple household fee based on total Assets Under Management (AUM) for their famanagement service fees being paid separately, consumers often pay a simple household fee based on total Assets Under Management (AUM) for their faManagement (AUM) for their family unit.

Investment Grade Corporate and all other type of bonds are ranked based on their aggregate assets under management (AUM) for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective bonds.

Netherlands and all other countries are ranked based on their aggregate assets under management (AUM) for all the U.S. - listed equity ETFs that are classified by ETFdb.com as being mostly exposed to those respective countries.

As Preet Banerjee wrote in our November 2013 issue, there's an important distinction between fee - for - service planners charging by time or by project, and asset - based advisers who levy annual fees based on client assets under management.

The infographic below shows all the key players and their size, reflecting their assets under management (AUM) based on life and wealth segments of the company's business.

Growth and all other asset class styles are ranked based on their aggregate assets under management (AUM) for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class styles.

The top 10 are based on the largest Assets Under Management.

These advisors typically take a yearly fee based on the dollar amount of assets under management (AUM).

The company currently has approximately $ 519 billion in total assets under management, and it is considered to be one of the top five retirement plan providers based on the number of plans, participants, and assets.

In sum, under current management the Baron Asset Fund did not outperform the available investment alternatives on a risk - adjusted basis.

(3) Do not agree to pay unless it is based on a flat fee, not a percentage of your portfolio's value, aka «assets under management» (AUM).

The more assets that it has under management, the higher those fees become, since they are usually based on a percentage of the assets managed.

A: Fees include a one - time establishment fee and quarterly advisory fees based on the level of assets under Halpern Financial's direct management.

Advice may be charged on a fee for service basis, and / or a percentage fee of assets under management, if you choose to implement the recommendations.

Based on its net cash / investments per share, plus a fund management valuation of 6.3 % * $ 46.4 bio of Assets under Management (AUM), I pegged FIG at a Fair Value of $ 7.80 management valuation of 6.3 % * $ 46.4 bio of Assets under Management (AUM), I pegged FIG at a Fair Value of $ 7.80 Management (AUM), I pegged FIG at a Fair Value of $ 7.80 per share.