Advisor Fees. Investment management fees may be withdrawn by the Advisor from the DAF on an appropriate schedule as determined at the time the account is set up. Because outside investments do not share the CCF’s pooled asset size, the donor should be aware that the outside advisors’ fees may impact performance. Total annual investment management fees charged by the Advisor (excluding CCF Administrative Fees) shall not exceed 1.0% of the DAF market value.
Appears in 2 contracts
Sources: Donor Advised Fund Agreement, Donor Advised Fund Agreement