Management fees vary and are negotiable based on client circumstances. Fees are generally billed quarterly, either in advance or arrears, based on market values. The fees listed do not include custodial or other applicable fees. Clients may incur additional expenses such as brokerage commissions and transaction fees. Some strategies invest in REITs, ETFs, and CLOs, which have their own fees. MSIM may receive performance-based fees from certain clients. Clients in wrap fee programs should refer to their program documents for fee details.
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Learn about disclosures →Benjamin is a member of the Investment Committee for the Hillman Family Foundation, a charitable foundation, dedicating minimal time. He also serves on the Advisory Board for the Next Chapter--Money Management Institute, spending minimal time.