Sentences with phrase «as a fee only»

He founded Haven Financial Advisors as a fee only advisor in 2002.

Not exact matches

Uber's case is that the driver enters into a binding agreement with a person whose identity he does not know (and will never know) and who does not know and will never know his identity, to undertake a journey to a destination not told to him until the journey begins, by a route prescribed by a stranger to the contract [Uber] from which he is not free to depart (at least not without risk), for a fee which (a) is set by the stranger, and (b) is not known by the passenger (who only is told the total to be paid), (c) is calculated by the stranger (as a percentage of the total sum) and (d) is paid to the stranger.

With a registered copyright, you're entitled to claim not only actual damages, but statutory damages and attorneys» fees as well.

And while most products come with limited warranties, retailers and manufacturers offer to extend them for small fees - something that used to only be available for large purchases, such as a new car.

As a non-profit organization, the company only charges a 1 percent fee to cover operating costs, compared to standard platforms that charge upwards of 10 percent.

Not only will you pay a high rate of interest for a sub-prime loan, but there will also typically be other fees that don't exist with traditional loans, as well as prepayment penalties.

Record companies, on the other hand, want to hike Spotify's fees to as much as 58 % of revenue, though Spotify could gain some leverage by offering labels the opportunity to make some music available only to the streaming service's 30 million paid subscribers.

As the chart below shows, the lead times and fees associated with bitcoin transactions seem only to be increasing as new investors crowd the market in chase of quick returnAs the chart below shows, the lead times and fees associated with bitcoin transactions seem only to be increasing as new investors crowd the market in chase of quick returnas new investors crowd the market in chase of quick returns.

Poloniex, which for now trades only digital tokens (about 70 types), needed a way to translate its cryptocurrency exchange fees into fiat money like U.S. dollars — «to buy cookies and milk and pay rent,» as Allaire likes to say.

As CNBC noted, miners not only have to deal with increasing competition and a falling Bitcoin price — they're also being stung by another part of their revenue, transaction fees.

And while most products come with limited warranties, retailers and manufacturers offer to extend them for small fees — something that used to only be available for large purchases, such as a new car.

University of Nicosia in Cyprus announced today that it will accept the digital - only currency as legal tender for tuition and fees.

Finance Minister Carole James says only five per cent of businesses will be paying the full tax rate and those covering the existing health premiums for their employees will see savings as the fees are cut in half and then eliminated.

Just because it's easier to track down the expense ratio doesn't mean it's the only fee that matters — all fees that drag on your total return are important, DeYoe emphasizes: «It isn't so much the name of the fee that makes it important as it is the size of the fee.

In the United States, which opened up its MLS to marketing - only services in 2008 as part of a settlement of an antitrust suit brought on by the Department of Justice, flat - fee brokers today represent about 10 % of the marketplace, and the FSBOs, according to a 2009 National Association of Realtors survey, 11 % (though, it's important to note, the U.S. market has been severely affected by the sub-prime mortgage crisis and had lower commissions in the first place).

Becoming obsessive Too often, rebalancing can force you to make a change on Monday only to reverse it on Tuesday as the markets fluctuate, eroding your holdings through fees and taxes.

Westergren set out to license the genome to other sites as a recommendation engine, but after more than a year his efforts resulted only in a meager $ 20,000 development fee from Barnes & Noble.com.

He goes on to note that in some states, such as his native Oregon, «the filing fee for an LLC is only $ 100.

Entrepreneurs should write a book only to «systematically position themselves as an authority in their industry,» he says, which could mean «speaking and consulting fees, leads that turn into new clients, interviews and PR.»

Some examples of possible credit card processing fees include an annual, or startup, fee, which could be only charged the first year or continual as part of an annual maintenance of your merchant account.

We will only get compensated if we identify savings for the client, at which time we will ask for 20 % of the total amount saved as a «one - time» fee.

As co-founder at Cerulli Associates in the early»90s, he conducted some of the first research on fee - only financial advisors and the rise of indexing.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

As a final step to create the «Top 100 Fee - Only Wealth Management Firms» list, CNBC.com applies an AdviceIQ Regulatory Compliance Review process to the master list.

As a trade - off, the 0 % introductory APR only lasts 15 months — 3 months less than the Citi Simplicity ® Card - No Late Fees Ever.

As co-founder of Cerulli Associates, he conducted some of the earliest research on fee - only financial advisors and the rise of indexing.

As a 401 (k) plan sponsor, you have a fiduciary responsibility to pay only reasonable 401 (k) fees from plan assets.

While it's true the airline industry is financially healthier than it has been in years — thanks to cost - cutting and its new pay - as - you - go approach (United Airlines is even offering passengers who don't qualify for elite status the opportunity to pay $ 500 a year for seat upgrades and another $ 350 a year to avoid baggage fees)-- the changes have made flying a truly trying experience that is only likely to get worse.

The fund not only boasts the lowest fee among its peers, but its tracking is tight and it recovers almost all of its fee, making holding costs about as low as they can get.

J.G. Wentworth was one of the only VA lenders that charged a flat origination fee of $ 795, as opposed to competitors that charged up to 1 % of the loan amount — $ 3,000 in our example.

Fee - only financial advisers have long held themselves out as being more ethical than commissioned stockbrokers.

Just as the name indicates, you only need one deposit each statement cycle to waive the monthly fee.

The only outlier of the group is Gain Capital, not surprisingly, as forex trading fees involve spread cost and rollover fees based on currency interest rate differentials.

As you near retirement and consider an exit strategy, this is the time to sit down with a qualified fee - only financial advisor.

Bank of America Merrill Lynch (BAC) went so far as to eliminate all commission - based options for retirement accounts, transitioning all its clients to fee - only options.

However, brokers may levy many other costs such as purchase fees (for some assets such as unit trusts), Others may guarantee surprisingly low rates only to recoup this through high management fees or even currency conversion costs.

This depends on a number of factors such as whether you use one or multiple cards, whether you pay the minimum only, the annual fee and interest rate, etc..

As a fee - only advisor, our advice and recommendations are tailored to our clients» investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

Since this card doesn't charge an annual fee, the Ultimate Rewards points you earn through it are really only usable as cash back.

However, The Wall Street Journal's analysis finds that many of the CFPs listed on LetsMakeAPlan.org who work at major Wall Street banks and brokerages have been identifying themselves as «fee only.»

Also, Ally Bank was rated as the only bank in a recent Pew Report that fulfilled every good practice in consumer banking, such as clear disclosures, low overdraft fees and non-binding dispute resolution policies.

As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basiAs a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basias - needed basis.

Their returns are shown gross of fees, so that's something to consider as well, but they only charge 0.25 % to the pension plan because they're such a large client (another aspect of their approach I have great deal of respect for).

She's raising money for her legal fees on a crowdfunding website, but as of Friday night, she's only raised a little more than $ 171,000.

For the most part, US Bank's savings and money market accounts are only acceptable as part of the US Bank account packages, which let you waive the savings account fees in exchange for opening a checking account in addition.

When I made this goal I was originally planning on switching over my work RRSP to some ETF's that pay dividends as well — however after closer inspection I found out we get a special group management fee rate — and the MER on these funds is only 0.5 %.

If you have a European passport you can do a SEPA transfer for zero fee but you can only transfer Euros (as of this writing).

And, as the fee - only financial planner in my community, I've been getting the following question a lot: How do I set up a 529 college savings account?

When considering alternative investments, you should consider the fact that some products may utilize leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager.

As I was doing some research on the Internet, I stumbled upon the website Wealth Mode Financial Planning run by Justin Chidester, a fee - only, Certified Financial Planner.