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

Ray Fernandez, writing for TechRepublic Premium, presents this wealth management glossary to enrich your understanding and support your success throughout your wealth building journey.

Featured definition 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.

Enhance your wealth management knowledge with our in-depth 23-page PDF glossary. Previously priced at $19, this is now available for download at just $9. Alternatively, enjoy complimentary access with a Premium annual subscription. Click here to find out more.

TIME SAVED: Crafting this content required 40 hours of dedicated writing, editing and research.