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Quick Glossary: Wealth Management

Whether you are building a personal wealth management portfolio or breaking into the sector, having the right information in this industry is essential.

TechRepublic Premium presents this wealth management glossary to enrich your understanding and support your success throughout your wealth building journey.

From the glossary:

Ad valorem fees

Latin term for “according to value.” Ad valorem tax or fees are calculated with a fixed percentage of the value of property, commodities or goods. Ad valorem fees can be applied to property taxes, import duties, sales taxes, value-added taxes, service fees, legal fees, accounting fees and management fees.

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October 31, 2023
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