Extra fee that is charged by an advisor to a client when the advisor reached a return that is above a specific benchmark. Typically this fee is performance based and certain conditions must be met prior to the advisor charging it.
Related information about fulcrum fee:
- Fulcrum Fee Definition | Investopedia
An additional, performance-based fee an advisor charges a client. The advisor charges the fee when he or she achieves a return above a specified benchmark.
- How Do We Get Paid? | Motley Fool Funds
How is the fulcrum fee determined? ... Please note, because the fulcrum fee must be applied against the average daily net assets during the whole period during ...
- Fulcrum Fees - Financial Dictionary - The Free Dictionary
A fulcrum fee is one the few performance-based fees than an investment adviser may assess; one cannot charge it to small investors, only to institutional ...
- What is fulcrum fee? definition and meaning
Definition of fulcrum fee: Extra fee that is charged by an advisor to a client when the advisor reached a return that is above a specific benchmark. Typically this ...
- A benefit of a performance based fee is that it aligns the interest of ...
funds have adopted a fulcrum fee structure, making it somewhat of a rarity. ... fee which represents the midpoint of the entire fulcrum fee; and an incentive ...
- Keynote Address at the Independent Directors Council Investment
Nov 12, 2009 ... The application of a fulcrum fee can be tricky and it is important that you ... The fulcrum fee has two components: a base fee which represents ...
- Smoke and mirrors behind performance fees
Oct 6, 2012 ... Whitelaw says the ideal type of performance fee, because it is fair to fund managers and investors, is the ''fulcrum fee''. It a symmetrical fee that ...
- Performance Fees and Expense Ratios - Investment Company Institute
the SEC) must be a “fulcrum fee.” A fulcrum fee is one that increases or decreases proportionately with the investment performance of the fund as compared to ...