The Top Advisor list ranked RIAs (registered investment advisors) based on total assets under management.
Full-service brokers offer that sort of account at fees of about 2% of assets under management.
Money managers: Misrepresentations regarding assets under management, performance, investment process, credentials, undisclosed financial relationships with consultants.
They have determined that assets under management are more important than satisfactory results to investors.
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But Gerber didn't like the price tag, which amounted to 2% of assets under management.
This occurs when assets under management (AUM) exceed the amount a manager can effectively deploy.
Over 20% of our assets under management are weighted in the financial services sector.
The scale of Citigroup's funds under management was hard to reconcile with their performance.
Investment firms usually receive management fees calculated as a percentage of funds under management.
Firms with no or unreported assets under management as of March 31, 2011 were excluded from the lists.
The typical annual management fee is 1-2% of funds under management, with some charging as much as 3%.
There are more than 10, 000 advisors who charge fees based on the size of the portfolio under management.
We primarily charge a percentage of assets under management because of our emphasis on offering comprehensive wealth management.
The tepid investor response to these ETFs is highlighted by their respective assets under management and daily trading volume.
Instead of scratching back his assets under management, Icahn cut himself loose from the burden of limited partners entirely.
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Managers must become skilled at employing whatever devices circumstances require to retain assets under management, in spite of performance.
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So far, it has a mere euro1.6 billion under management for third parties.
The emphasis is on building clients' wealth (and so Merrill's assets under management).
For the transaction banks, controlling costs per trade and costs per asset under management will become the key to profitability.
An emerging manager has traditionally been identified by its short (or non-existent) investment track record and modest assets under management.
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An increasing number of advisers are paid as a percentage of assets under management, usually up to 1.5% to 2%.
If you plan to do a lot, you're probably better off going for the percentage of assets under management approach.
Assets under management are split roughly equally between retail and institutional accounts, equities and bonds, and dollar and non-dollar accounts.
It represents the average fees earned by this division as a percentage of the total assets that it has under management.
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The fees as % of asset under management fell considerably during the recent economic downturn with returns across assets classes diminishing.
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While the vast majority of assets under management (AUM) are in conventional funds, the growth is on the more active side.
"Four Seasons and Fairmont have added 15 to 20 hotels under management, and they plan to continue doing so, " explains Sanbar.
At Coutts, NRI wealth makes up roughly 20% of Asia assets under management but accounts for almost 30% of revenue in Asia.
Investment advisors must be registered with the SEC or a state securities regulator, depending on the value of client assets under management.
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BlackRock fell after the world's largest money manager posted earnings and assets under management that were largely unchanged from a year earlier.
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