Investment Asset Based Fee — Fee income

How to read this metric

An increase indicates growth in assets under management or higher fee-based service penetration, while a decrease suggests asset outflows or fee compression. It reflects the firm's ability to scale its wealth management business and generate recurring, non-interest income.

Detailed definition

Peer comparison

This is a standard metric for wealth management and asset management divisions at major financial institutions, often compared against peers' asset management fee margins and net new asset growth rates.