Sentences with phrase «as brokerage fees»

The deemed cost of an asset representing the sum of the amount originally paid plus any additional costs, such as brokerage fees and commissions.

As far as the brokerage fees, you get killed regardless of whether you buy a fund or an individual security.

Ordinarily, your basis for an asset is simply the amount you paid for it plus any costs of acquisition (such as brokerage fees).

Also referred to as brokerage fee.

Not exact matches

They also allow those investors to avoid the high costs of stock - brokerage commissions and financial planning fees that eat into returns, as well as the risks of investing in individual companies that may choose less - competent leaders or run into unforeseen problems.

Instead of performance - based payments, Ms. Trump will receive fixed payments from T International Realty, the family's luxury brokerage agency, as well as fixed fees from two entities related to real estate projects, the documents show.

When acting as a principal for a primary market issue, Vanguard Brokerage generally receives a fee concession from the issuer.

If you plan on transferring a brokerage account from one online brokerage service to another, beware the account transfer fees charged by some providers, which can be as high as $ 125.

In the brokerage industry transaction fees would have to fall away to a level where they become so tight that profit margins start to shrink and as a result competitors start to fall away as no new participants enter the markets and those in the market can't afford to stay in it.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

Tradestation, another discount online brokerage, also offers a fee - per - share model as an alternative of the fee - per - trade model.

Dividend Reinvestment Plan - a dividend reinvestment plan is offered by some corporations as a way to reinvest capital gains, and cash dividends without paying fees to a broker or a brokerage firm.

Assuming you used a discount brokerage house like Charles Schwab and paid about $ 9 per trade, you'd be looking at a $ 63 fee right off the bat, and no costs thereafter as you collected your big oil dividends without any interference from a third - party middleman.

Also in this time period traditional brokerage houses have changed, companies such as Fidelity and Schwab have lowered their trading fees to $ 4.95 and offer a plethora of free trade ETFs and provide investor education tools as well as access to trading options and futures.

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.»

A brokerage house could sell you shares that come with an upfront sales fee, otherwise known as a «load.»

Otherwise, a $ 20 fee is charged annually for all Vanguard Brokerage Accounts, as well as for each individual Vanguard mutual fund holding with a balance lower than $ 10,000.

We now offer our online Hypnobabies Home Study Course as an option for moms who need their Hypnobabies course immediately, want a less expensive option and / or don't want to pay shipping charges and brokerage / customs fees.

So the more the brokerage firm or bank helps by reducing trivial fee's increases the gain to me as a customer and ultimately to the brokerage firm or bank.

If you are a client of North Shore Credit Union, you can qualify for 5 free trades as well as a $ 125 transfer fee credit to cover transfer fees from another discount brokerage ($ 10,000 minimum transfer in value).

Here we'll cover the types of fees charged by online brokerages for services besides trading, including what are sometimes referred to as ``... Read More

The Fund's advisor & administrator have entered into a series of agreements that run through September 30, 2017 which limit the Fund's operating expenses to 1.70 % of the average daily net assets of the Fund, exclusive of brokerage fees and commissions, taxes, borrowing costs (such as interest or dividend expenses on securities sold short), acquired fund fees and expenses, extraordinary expenses, and distribution and / or service (12b - 1) fees.

As shown in the chart below, at three out of the four brokerages (BMO InvestorLine, TD Direct Investing and National Bank Direct Brokerage), it is actually cheaper to trade the minimum activity than it is to pay the maintenance fee.

Ally Invest's commission for no - load funds is $ 9.95 (one of the lowest among brokerage firms), but investors would be better off using one of the other deep - discount online brokers — such as E-Trade, Merrill Edge or Interactive Brokers — which offer thousands of funds with no transaction fees.

As with the bank - owned brokerages, there may be an administrative (aka inactivity or minimum account balance) fee that is charged depending on the trading level or balance or whether a registered account is held.

If you plan on transferring a brokerage account from one online brokerage service to another, beware the account transfer fees charged by some providers, which can be as high as $ 125.

Similarly, the liabilities would be costs a fund has to pay that may not have been paid yet such as management fees, brokerage costs, etc..

As an example, pretend you invest an initial $ 5,000, followed by monthly additions of $ 500, in both a mutual fund (charging a 1.6 % management fee but no trading costs) and an ETF (with a.4 % management fee and $ 15 per - transaction trading costs to your discount brokerage).

Vanguard doesn't have low balance fees for retirement accounts but it does have initial minimum investments (usually $ 3,000 to $ 5,000) and Fidelity does have low balance fees though it's phrased as they «may» charge a $ 12 fee for a balance under $ 2,000, so be sure to check whether the brokerage you choose has this low balance fee.

As I've mentioned before, they're one of those brokerages that provides great support for the average small investor, so you can also open a no fee retirement account or a Coverdell education savings account with them.

Note that the ETF MERs are likely to be slightly higher because certain operating expenses such as brokerage commissions and harmonized sales taxes will be charged to the fund in addition to the management fee.

-- On the topic of being easy to move funds around, a number of cheaper brokerages will make it pretty simple — for example with Scotia iTrade (formerly e-trade canada), you can do a simple bill pay to move money in, and just as easily get it out, with no transfer fees either way and much cheaper commissions (they are $ 9.99 at 50k assets for example)

As a quick refresher, I was looking for some advice on whether I should 1) switch my 529 plan from Utah to NY based on about 8 bps differential in the total fee structure on my investment selections and 2) whether I should ultimately hold less in my 529 plan in favor of greater flexibility in holding some funds to be used for college in my taxable brokerage account.

Charles Schwab (NYSE: SCHW) started out as a physical discount broker back in the 1970s as brokerage commissions were deregulated, allowing fees to be decided by market competition.

The IFIC speaking on behalf of mutual funds in Canada defines MER to include fees like brokerage commissions... «The fund company's administrative costs — including legal and accounting fees, brokerage fees and interest expenses — as well as GST costs comprise the remaining 20 percent of MER fees.»

While independent discount brokers such as Questrade and Credential Direct may not provoke the bank - owned discount brokerages into action, now that CIBC has eliminated this fee, other bank - owned discount brokerages might have to take notice.

Brokerage fees today run the gamut: they can be as insignificant as what Interactive Brokers charges to as high as a full service broker that could charge hundreds of USD for a few thousand USD trade.

The brokerage also levies no annual account fees on TFSAs, and no fee on RRSPs and other registered accounts as long as the balance is at least $ 15,000.

You can also trade Vanguard ETFs and other ETFs at almost any brokerage, just like stocks, and most brokerages will also offer you access to a variety of mutual funds as well (though often for a hefty fee of $ 20 - $ 50, which you should avoid).

I would call the bank to guarantee that the transfers don't face a.5 % fee for any outgoing transfer to another brokerage, as listed on this site.

Those that do offer checking services connected directly to your brokerage account, like Optionshouse, tend to require high account values and charge service fees - at Optionshouse the fee runs as high as $ 75 per year.

Of course, for those thinking of switching, it is worth requesting or negotiating that the brokerage cover all of the transfer fees as well as offer the full credit ($ 500) which could then make this offer stand head - and - shoulders above the others currently being offered for the $ 50,000 + deposit category.

Tradestation, another discount online brokerage, also offers a fee - per - share model as an alternative of the fee - per - trade model.

With high frequency trading, brokerage fees, and slippage investors are wise to trade as little as possible.

Also, while choosing a broker, the trader must see the kind of fee (or brokerage) they charge as the fee varies from company to company and there may be various types of fees like the commission, platform fee, clearing fee etc..

Forward looking at the index market it seems this will just be a race to the bottom with the fees eventually reaching 0 % as it will be only a matter of time before somebody does this for free, similar to brokerage accounts that are being offered for free and other parts of the financial market.

In addition to the $ 1.50 per contract per side commission, futures customers will be assessed certain fees including applicable futures exchange and National Futures Association (NFA) fees, as well as floor brokerage charges for execution of non-electronically traded futures and futures options contracts.

This meant money was everywhere AND transaction fees were higher rather than if I would have just bought them through one low - cost brokerage firm like TD Ameritrade... Of course today we have the added benefit of Personal Capital, a free service to help track investments as well as income and expenses (check it out today if you aren't already using it... it is great!).

«Over the course of the year, we established a variety of product and distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and asset allocators are increasingly looking to ETFs as the most cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.