Negotiating asset management fees

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Dec 21, 2016 11:59 am


So, there's this firm that charges 1% annual management fee + 0.40% custody fee charged by the bank where the account will be opened. The firm asks for $1 million minimum and they said that they offer discounts for larger amounts. How much can you negotiate down these fees for a $50 million account?

the portfolio will be:

fixed income : 58%

cash/cash equivalent: 2%

global equities: 35%

alternatives: 5%

Feb 14, 2017 12:47 pm

If I have $50mm and you wouldn't charge me more than .10%. You wouldn't have my account.