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Finance Glossary

Just call us Bond. Amortized bond.

Over 700 finance terms, Shmooped to perfection.

Fulcrum Fee

Definition:

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.

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