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Sustainable Responsible IMPACT Investing Resources

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Why Are You Still Paying a 1% AUM Fee?

A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.

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IMPACTfolio - 4th Quarter Newsletter

The key takeaway with this quarter’s newsletter is that we will always see competing forces driving stock prices higher or lower. It is very easy to find data points for being bullish or bearish that may support your current feelings. The challenge during periods of losses is not letting your emotions sink your long-term plan.

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