Sentences with phrase «planning fees versus»

Here is a comparison of Commencement Financial Planning fees versus that of its competitors for a $ 2 million dollar portfolio:

Not exact matches

But realize that there is a difference between creating a financial plan you execute and pay a fee for, versus a financial advisor that takes a percentage of your money you manage.

So theoretically, I could change back and forth between the two state plans (and perhaps other states if their 529 plan offerings improve) fee - and tax - free in the future as investment fees improve at one versus the other, etc., so long as I wait 12 months in between.

But it's not the only robo with that approach: Betterment, for example, also offers goal - based planning with a lower advisory fee (0.25 % to 0.40 % versus Ellevest's 0.25 % to 0.50 %, though Betterment Premium requires a $ 100,000 minimum balance versus Ellevest Premium's $ 50,000 minimum).

To quote CST's MRFP: «For 2009 the Plan's rate of return, net of fees, was 5.3 % versus an investment policy benchmark of 8.9 %.

Depending on the investment options and fees offered by the plan provider versus your other available options, it might make sense to either keep or transfer the account to a third party.

If you plan to commit to this card, I'd pay less attention to bonuses and look harder at the kind of spending the card rewards versus its annual fees and other ongoing expenses.