Sentences with phrase «annual investable assets»
The fee for retirement planning is 0.5 percent of annual investable assets.
https://www.gobankingrates.com/ Not exact matches
They consider four criteria in selecting asset class proxies: (1) market capitalization - weighted coverage of a wide variety of investable assets; (2) small initial investment; (3) low annual expenses; and, (4) versions that investors can short.
By 2028, we plan on having about 50 years of annual living expenses in investable assets.
My wife and I have heard that you can retire early as long as annual expenses are less than 3 % of investable assets.
You may need $ 1 million in investable assets, and you'll typically pay an annual fee of at least 1 % of assets under management.
«Because many agents are new or part - time and have sporadic income, we feel tying the qualifying requirements to investable assets would offer more opportunity than the number of annual sales or annual income,» he says.