Sentences with phrase «account assets per»

Up to $ 10,000 per taxable year in 529 account assets per beneficiary may be used for tuition expenses in connection with enrollment at a public, private, or religious elementary or secondary educational institution.

Not exact matches

Real estate assets in Canada accounted for 40 per cent of total wealth in 2012, he pointed out, as opposed to only 32 per cent in 1999.

As at the end of March 2013, international investment position (IIP) data indicated that Australian entities overall had a net foreign currency asset position equivalent to 27 per cent of GDP before taking into account the use of derivatives for hedging purposes (ABS 2013a).

The general government sector — which consists of national, state and local governments — had a net foreign currency asset position equivalent to around 3 per cent of GDP as at the end of March 2013, before taking into account the use of derivatives for hedging purposes (Table 2).

After accounting for the use of hedging derivatives, the FCE survey indicates that the overall net foreign currency asset position of other financial corporations was equivalent to 16 per cent of GDP, with a hedging ratio of around 35 per cent for foreign currency assets and 60 per cent for foreign currency liabilities (Table 1).

Our investment team will typically select 25 — 50 bonds5 per account, and may invest in a mix of corporate bonds, U.S. Treasuries, government agencies, mortgage and asset - backed bonds, taxable municipal bonds, and floating - rate bonds.

Analysts estimate Bunnings will account for at least 50 per cent of Wesfarmers» earnings and about 60 per cent of its value after Coles is demerged and the sale of the coal assets is completed.

For example, when you have a mix of accounts and products with different tax treatments you can increase the impact of the tax advantaged accounts through «tax - efficient asset location,» where investments are sourced per account according to their growth potential and relative tax efficiency.

Treasury's sales revenue rose 8.4 per cent to $ 1.85 billion, while earnings before interest, tax, depreciation and the SGARA accounting standard, which relates to vineyard assets, were up 21.9 per cent at $ 225.1 million.

It observes: «Individuals with annual income less than $ 80,000 accounted for more than 80 per cent of all TFSA holders and about 75 per cent of TFSA assets as of the end of 2013....

If the client's combined assets across all accounts are less than $ 15,000, a total fee of $ 25 per quarter split across all accounts with apply.

Face - amount certificate Face - amount certificate company Face value Fair market price Feasibility study Federal covered securitiy Federal funds Federal Home Loan Mortgage Corporation (FHLMC or «Freddie Mac») Federal National Mortgage Association Federal Reserve Board Fidelity bond Fiduciary FIFO Fill - or - Kill Financial futures Financial and operations principal Firm commitment underwriting Firm quote Five percent policy Fixed annuity Fixed assets Fixed income pricing system (FIPS) Fixed - unit investment trust Floor brokers Flower bonds FNMA FOCUS report FOK FOMC Forward pricing Fourth Market FRB Free Credit Balances Freeriding Freeriding and withholding Frozen account Full authorization or discretion Fully diluted earnings per share Fully paid securities Functional allocation Fundamental analysis Futures

(2) Typically you pay transaction costs of $ 10 or less per trade on a discount brokerage account, which is negligible as a percent of assets if you have a moderate sized account and trade infrequently.

Our investment team will typically select 25 — 50 bonds5 per account, and may invest in a mix of corporate bonds, U.S. Treasuries, government agencies, mortgage and asset - backed bonds, taxable municipal bonds, and floating - rate bonds.

Book value per common share (BVPCS) is an accounting measure used to gauge the assets attributable to each common shareholder.

Although the assets may come from multiple 529 accounts, the $ 10,000 qualified withdrawal limit will be aggregated on a per beneficiary basis.

Texas has generous bankruptcy exemptions that can protect your assets — namely your home, 401K and IRA retirement accounts, one vehicle per driving adult in your household, plus other personal property.

The industry is moderately concentrated, with the top 10 companies accounting for 77 per cent of all assets.

Scotia iTrade clients who have more than $ 50,000 in combined assets across iTrade accounts or those clients that trade between 30 and 150 times per quarter qualify for the $ 9.99 commission level.

In 1990 foreign funds accounted for 17 per cent of total assets; by 2007 they made up fully 40 per cent of fund assets.

No, Cash Manager overdraft protection is funded by using available funds (available cash, available margin, and non-core Fidelity money market assets) from a hierarchy of Fidelity funding accounts (up to $ 99,999.99 per day per funding account) that you designate.

At WealthSimple, clients whose accounts are between $ 5,000 and $ 250,000 pay 0.5 per cent, while WealthBar charges 0.6 per cent of assets under management for accounts between $ 5,000 and $ 150,000.

The net cash estimate does not take into account AVGN's AV411 assets and program or near term payments from Genzyme, which could be worth as much as $ 6M to $ 25M or between $ 0.18 or $ 0.75 per share more (Thanks Double F).

The minimum account size for SmartFolio is $ 5,000 and fees are charged as a percentage of assets under management, starting at 0.7 per cent for the first $ 100,000 and gradually moving lower for amounts above that.

This analysis does not even take into account the value of Aviat's long - term assets of $ 61 million, or $ 1.02 per share, which, when added to net current assets of $ 3.35 per share, equates to tangible book value of $ 4.37 per share.

Fees vary among these, with BMO's SmartFolio, for instance, requiring a minimum account size of $ 5,000 and charging fees as a percentage of assets under management, starting at 0.7 per cent for the first $ 100,000.

Here, insofar as company results are analyzed, book value (i.e., net asset value per share computed in accordance with Generally Accepted Accounting Principles [GAAP]-RRB- is usually ignored in almost all analyses of companies other than financial institutions and regulated utilities.

For the Liquid Asset Account, there is a $ 20.00 service charge per month when the account falls below $ Account, there is a $ 20.00 service charge per month when the account falls below $ account falls below $ 20,000.

We also believe that for an index, or almost any general aggregate for that matter, corporate fundamentals can be measured by accounting earnings and accounting net asset value per share, i.e., book value.

You can change existing NextGen assets to a new investment option twice per calendar year or when you change the beneficiary on your account.

Because the converts are trading at a premium to face value (because if converted they are more valuable than their liquidation value) but are accounted for only at liquidation value in the NAV calculation, the conversion will result in dilution of the total asset value and thus the NAV per share.

InvestorLine's adviceDirect service costs a rather stiff 1 per cent of assets in an account, but it represents some novel thinking in how to set up clients to invest effectively and, of course, generate revenue for the firm.

If they were to shift their accounts to exchange traded funds with fees of a fifth of a per cent or less, they could have another 2 per cent or so of asset yield.

They charge a flat $ 9.95 per trade for accounts with $ 100K in assets and $ 19 for market orders ($ 23 for limit orders) otherwise.

Registered accounts with less than $ 15K in assets attract a $ 50 per year administration fee.

Net Current Asset Value (NCAV) = cash and short - term investments + (0.75 * accounts receivable) + (0.5 * inventory)-- total liabilities — preferred stock The resulting value can then be divided by the number of common shares outstanding to find the NCAV per share.

The historical cost accounting principle, which tends to understate certain asset values, and the supply and demand forces of the marketplace generally push stock prices above book value per share valuations.

Inactivity fees (or as they call it «Custody Fees») of $ 25 per quarter are charged for non-registered accounts that have less than $ 15,000 in combined assets across all TD Direct Investing accounts.

Regarding Account Transfers: You can transfer assets from one 529 plan to another (thereby changing investment options) for the same Beneficiary once per twelve - month period.

There is a $ 250 setup fee to open an account, and a 0.50 % per year fee on your assets under management.

The services include an advanced portfolio management system, bulk trade execution and easy multi-account allocation, collection of management fees, account administration and enhanced asset protection (up to $ 10,000,000 CAD per eligible account).

I suppose the annual $ 2500 is still small to split into 4 purchases / rebalance as per your stated asset allocation for this account.

By comparison, a mutual fund advisor typically charges around 2.2 % of assets per year on a balanced account, which works out in this case to $ 6,600 in actual dollars, or more than twice as much.

Subtracting $ 2.5 Million as well as their total liabilities leaves you with a $ 0.75 per share valuation of the company not taking into account their hard assets.

The net cash estimate does not take into account AVGN's AV411 assets and program, which could be worth considerably more, perhaps as much as $ 5M to $ 20M or between $ 0.15 or $ 0.60 per share.

The net cash estimate does not take into account AVGN's AV411 assets and program or near term payments from Genzyme, which could be worth as much as $ 6M to $ 25M or between $ 0.18 or $ 0.75 per share more.

Subject to acceptance by the fund, payment for the purchase of shares received by mail will be credited to a shareholder's account at the net asset value per share of the fund next determined after receipt, even though the check may not yet have been converted into federal funds.

Subject to acceptance by a fund, payment for the purchase of shares received by mail will be credited to a shareholder's account at the net asset value per share of the fund next determined after receipt, even though the check may not yet have been converted into federal funds.

According to a 2013 study by Cogent Research LLC, asset - based fees currently account for only 59 per cent of total advisory industry compensation — and are projected to reach two - thirds of industry - wide compensation by 2015.

Irda has also stipulated that the maximum loan amount that can be sanctioned under any Ulip will not exceed 40 per cent of the net asset value (NAV) in those products where equity accounts for more than 60 per cent of the total share, and 50 per cent of the NAV where debt instruments account for more than 60 per cent of the total share.