Sentences with phrase «figures portfolio size»

Last year 2014, I crossed a very important and big milestone for me, i.e, crossing half - mark across a 6 - figures portfolio size.

Last year 2014, I crossed a very important and big milestone for me, i.e, crossing half - mark across a 6 - figures portfolio size.

Not exact matches

For portfolios of substantial size, typically in the 6 figures or higher, this will include some niche strategies and alternative investments not currently represented by robo - advisor platforms or index products.

Performance figures do not take subscription fees into consideration, which would have lowered returns (prior to July 2010) in inverse proportion to portfolio size, similar to the commissions charged to purchase or sell funds in the portfolios.

These figures include all mutual fund management and operating expenses, but do not include all possible commissions that may have been charged to buy and / or sell the funds in question, since commission rates vary by portfolio size and the entity or agent that executes the trades.