Sentences with phrase «fee management series»

2010 December «Fee Negotiations: Part Three of Fee Management Series» by Ori Wiener (Managing Partner) >> READ PART 3

«Mind Control of Fee Psychology: Part Seven of Fee Management Series» by Ori Wiener (Managing Partner) >> READ PART 7

«Embedding Fee Culture: Part Five of Fee Management Series» by Ori Wiener (Managing Partner) >> READ PART 5

Not exact matches

From September 1, 2004, through December 31, 2008, and for U.S. Government / AAA - Rated Securities Fund from July 1, 2010, through December 31, 2010, the series» investment adviser waived a portion of its management fees.

The new funds are available in a D - series version, which pay only a small trailing commission to the dealer or brokerage (this is included in the fund's management fee, not an additional expense).

The management fee for the ETF version of the fund, which began trading on the Toronto Stock Exchange on Tuesday, and Series F of the mutual fund version is 0.6 % while the mutual fund's Series A shares have a management fee of 1.6 %.

And just an FYI: if you have 500k or more, you qualify for the J series, where the Dividend fund cost you 2.18 %, million plus and you are into the U series where roughly half of the former MER is now a management fee and deductible against other forms of investment income and income depending on your province of residence.

MUTUAL FUND SERIES F — Purpose Series F mutual funds are designed for investors working with advisors that have fee based accounts and are offered at exact same management fee as our ETF SSERIES F — Purpose Series F mutual funds are designed for investors working with advisors that have fee based accounts and are offered at exact same management fee as our ETF SSeries F mutual funds are designed for investors working with advisors that have fee based accounts and are offered at exact same management fee as our ETF SeriesSeries.

The management fees for the following series of NBI funds and Meritage Portfolios will be reduced as follows:

The amount equivalent to the management fee reduction is credited to the account and automatically reinvested in additional securities of the same series of the applicable Portfolio.

Under the management fee reduction plan for high net worth investors (the «Fee Reduction Plan»), certain investors holding Investor and R Series securities of all Portfolios and Investor - 2, F - 2 and R - 2 Series securities of certain Portfolios may be eligible for a management fee reduction based on the amount of their investment in one or more Portfolifee reduction plan for high net worth investors (the «Fee Reduction Plan»), certain investors holding Investor and R Series securities of all Portfolios and Investor - 2, F - 2 and R - 2 Series securities of certain Portfolios may be eligible for a management fee reduction based on the amount of their investment in one or more PortfoliFee Reduction Plan»), certain investors holding Investor and R Series securities of all Portfolios and Investor - 2, F - 2 and R - 2 Series securities of certain Portfolios may be eligible for a management fee reduction based on the amount of their investment in one or more Portfolifee reduction based on the amount of their investment in one or more Portfolios.

While typical management expense ratios on Canadian equity funds are 2.54 %, RBCâ $ ™ s D - series fees charge only 1.15 %.

BMO Investments Inc. has also reduced management fees across its series of 67 Series F mutual fund lineup, providing investors with increased access to lower cost mutual funds within fee - based accseries of 67 Series F mutual fund lineup, providing investors with increased access to lower cost mutual funds within fee - based accSeries F mutual fund lineup, providing investors with increased access to lower cost mutual funds within fee - based accounts.

Since your adviserâ $ ™ s fee isnâ $ ™ t included, management fees on F - series funds usually appear to be very low and you donâ $ ™ t have to worry that your adviser is recommending funds based on how much the fund company is paying him.

In the early 1950s, Fidelity became a mutual legal reserve life insurance company, and soon afterward, it became affiliated with a series of life insurance organizations via fee - for - management agreements.