fee-based compensation — Payment to a financial adviser of a set hourly rate, or an agreed upon percentage of assets under management, for a financial plan. When the plan is implemented, the adviser may also receive commission on some or all of the investment products… … Financial and business terms
Fee-Only financial advisor — Fee Only financial advisors in the USA, as defined by the review materials for the Certified Financial Planner exam and the National Association of Personal Financial Advisors, are compensated solely by the client, typically achieved through a… … Wikipedia
fee — A fixed amount or a percentage of an underwriting or principal. Bloomberg Financial Dictionary * * * fee fee [fiː] noun 1. [countable] COMMERCE an amount of money paid to a professional person or organization for their services: • If you want… … Financial and business terms
Investment Advisor (magazine) — Infobox Magazine title = Investment Advisor image size = 110px image caption = editor = [http://www.investmentadvisor.com/author.php?topic=1 James J. Green] editor title = Editor in Chief staff writer = Robert F. Keane Melanie Waddell Liana… … Wikipedia
Investment Advisor — As defined by the Investment Advisors Act of 1940, any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of client assets or via written publications. An… … Investment dictionary
Collective investment scheme — The values and performance of collective funds are listed in newspapers A collective investment scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. These… … Wikipedia
Management fee — In the investment advisory industry, a management fee is a periodic payment that is paid by investors in a pooled investment fund to the fund s investment adviser for investment and portfolio management services. Contents 1 Mutual funds 2 Private … Wikipedia
Cambridge Investment Research — Cambridge Investment Research, Inc. is a broker/dealer based in Fairfield, Iowa. Cambridge Investment Research, Inc., also known as The Fee Experts, is a leading independent Broker/Dealer specializing fee based advisory solutions. Based in… … Wikipedia
Asset-based lending — In the simplest meaning, asset based lending is any kind of lending secured by an asset. This means, if the loan is not repaid, the asset is taken. In this sense, a mortgage is an example of an asset backed loan. More commonly however, the phrase … Wikipedia
Quilter (investment management firm) — Quilter is UK based company with 18,000 clients and 300 staff based in the UK, Ireland and Channel Islands. Quilter provides discretionary, fee based wealth advisory services to private clients.Citigroup agreed to acquire Quilter from Morgan… … Wikipedia
