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Finance Glossary

Just call us Bond. Amortized bond.

Over 700 finance terms, Shmooped to perfection.

Fulcrum Fee


This is another way of keeping things in balance between an investor and an adviser. A fulcrum fee reduces an adviser's compensation for underperformance by as much as it would raise it for overperformance. Now you won't have to pay Joe the Broker 20% of your account value when it's actually gone down in value.