Investment Glossary · Quick read · No ads
Assets Under Advice
Assets on which an adviser provides recommendations without necessarily having discretionary control.
What is Assets Under Advice?
Assets on which an adviser provides recommendations without necessarily having discretionary control.
About this page. Written by Associate Professor Charles Lo, CPA, PhD. Checked against reliable sources before publication. No ads and no paywall. Editorial standards · How we fact check · Corrections log · Report an error
Educational information only. Nothing on this page is personal financial, tax or legal advice. Investing involves risk, including the possible loss of principal.