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Fulcrum Fee

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Fulcrum Fee
A fee than an investment adviser may charge a client if the return on a portfolio exceeds some agreed-upon benchmark. 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 investors and high net-worth individuals.


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As of June 30, 2008, incentive and fulcrum fee assets were $3.
As of March 31, 2007, incentive and fulcrum fee assets were $3.
The majority of this decline is attributable to the drop in fulcrum fees from the $5.
 
 
 
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