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Private equity management fees hit new low in 2025

Private equity firms that raised funds in 2025 charged the lowest average management fee rates ever recorded by Preqin. The mean rate was just 1.61% of assets, well below the industry's legacy 2% ...

Reducing management fee cap by 20% over two years to 1.00% of NAV

ICG Enterprise Trust plc 2 June 2026 THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION FOR THE PURPOSES OF ARTICLE 7 OF THE ...
The Tax Adviser

Management fee waivers in investment funds: Tax treatment and regulatory considerations

Determining the appropriate tax treatment of an investment fund’s waived management fee involves a number of factors, the ...

Questrade launches Custom Indexing: Canada's first personalized index investing product – with no management fees

Custom Indexing Custom Indexing is available at Questrade. TORONTO, June 02, 2026 (GLOBE NEWSWIRE) -- Questrade ( Canada's #1 ...
InvestmentNews

Which portfolio fees are tax deductible?

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 ...
JD Supra

The SEC and Management Fee Offset and Step-down Enforcement Actions–Not Without Warning

As previewed, below we examine several management fee offset-related SEC enforcement actions (a topic we have previously written about). Although the summaries also highlight certain remedial actions ...
Financial Planning

Private business, even more confidential fees: The cost of Fidelity custody

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.