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  2. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules.

  3. Apollo Global Management - Wikipedia

    en.wikipedia.org/wiki/Apollo_Global_Management

    Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets. As of 2022, the company had $548 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in ...

  4. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .

  5. Affinity Partners - Wikipedia

    en.wikipedia.org/wiki/Affinity_Partners

    20 (2021) Website. affinitypartners .com. Affinity Partners is an American investment firm, based in Miami, Florida. It was formed in 2021 by Jared Kushner, Donald Trump 's son-in-law who also served as a senior advisor during Trump's presidency. The firm has a focus on investing in American and Israeli companies.

  6. Experts: Here’s How Much Americans Should Have in Their ...

    www.aol.com/news/much-average-american-keep...

    How much do you currently have in your savings account? For over a third of Americans, this number is $100 or less. GOBankingRates recently surveyed 1,000 Americans ages 18 and older to learn more...

  7. American Association of Individual Investors - Wikipedia

    en.wikipedia.org/wiki/American_Association_of...

    AAII's best and premium content is made available only to members, who pay fees starting at $29 a year. For this fee, they receive the AAII Journal (the organization's monthly ad-free magazine), access to the organization's model portfolios, techniques for screening stocks, free investment courses, and other benefits.

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