Charging a Fee vs. Spreading Expenses out amongst the funds

KatieDarcyKatieDarcy Posts: 1
Conversation Starter
edited October 2023 in Finance & Accounting

Hello, We are a Community Foundation with roughly 130 funds. Some are unrestricted, some managed and some are temporarily restricted. We do not charge any fees to manage these funds, rather we just pass on expenses from our Financial Advisor and operating costs to the funds on a percentage basis.

Can I ask the pros and cons of setting up a fee structure and how that works logistically?

Sign In or Register to comment.