Flat‑fee financial advisors offer transparent pricing and predictable costs.

Are investment management fees tax deductible? No, they aren’t – at least not until 2025. The Tax Cuts and Jobs Act (TCJA) enacted major changes to what investors can and cannot claim on their tax ...

The implementation of the Tax Cuts and Jobs Act (TCJA) in 2018 has introduced major changes in terms of what investors can and cannot deduct from their tax returns. Among the most notable omissions ...

Without a doubt, money is the primary driving factor in private equity and hedge funds. Lucrative fees are paid to talented fund managers by investors eager to earn high returns on their investments.

VCs often use the shorthand phrase “two and twenty” to refer to the 2% of annual management fees a venture fund might take and the 20% carried interest (or “performance fee”) it would charge. In a ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary standard, which ...

An announcement from MacKenzie Realty Capital, Inc. ( ($MKZR) ) is now available. On December 29, 2025, MacKenzie Realty Capital, Inc.’s board ...

Discover what a wrap fee is, how it works, and its pros and cons. Learn whether this annual fee suits your investment needs and what services are included.

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

Less than a year after Vanguard hired its first outsider CEO, the firm announced its broadest fee cut ever, shaving the expense ratios of nearly 90 open-end mutual and exchange-traded funds and saving ...