Sentences with phrase «under management annually»

Not exact matches

If you choose to utilize the wealth management service, Personal Capital fees are 0.89 % annually on the balance of assets under management for the first $ 1 million.

Instead, you pay a percentage of your assets under management («AUM») to the fund management annually.

Our AUM (Asset Under Management) fee is billed 0.175 % per quarter, which totals 0.7 % annually, with a minimum of $ 75 billed per quarter, which totals $ 300 annually.

Instead of paying the Canadian average of 2.2 per cent in mutual fund Management Expense Ratios (MERs), a typical robo service charges just 0.5 per cent of assets under management (annually), plus the MERs of the underlying ETFs, which can range from 8 basis points to about 55 basis points, depending on productsManagement Expense Ratios (MERs), a typical robo service charges just 0.5 per cent of assets under management (annually), plus the MERs of the underlying ETFs, which can range from 8 basis points to about 55 basis points, depending on productsmanagement (annually), plus the MERs of the underlying ETFs, which can range from 8 basis points to about 55 basis points, depending on products selected.

Peter Lynch once remarked that despite the outstanding long - term performance of Fidelity Magellan under his management, shareholders as a group (on a dollar - weighted basis) only averaged a long - term return of about 7 % annually.

Many advisors are happy to charge about 1.0 % annually on assets under management for their services.

Supporting senior executive team in managing ~ $ 275M in assets under management and analyzing tax liabilities to save clients upwards of $ 6M annually as a Junior Financial Analyst at UBS Securities.