Most foundations pay investment management fees which are typically based on asset size and often quoted in basis points (a basis point is 1/100th of 1%). For example a $25 million foundation that pays its advisor $125,000 ( 0.50% of $25 million) is paying 50 basis points.
Median Investment Expense by State
FoundationMark Adds Peer Group Analysis
FoundationMark, has recently rolled out a new feature – peer group analysis. Foundations have been badly underserved in terms of available financial benchmarking resources. The
Disclosed Investment Expenses
Why “Disclosed” Qualifier Foundation Advocate and our related company, FoundationMark, very consciously uses the qualifying term “disclosed” whenever referring to investment expenses for a very
Disclosed Investment Expenses as a Percent of Assets by State
North Carolina and Wisconsin reported the highest disclosed investment expenses, while the Dakotas and Indiana reported the lowest.