Sentences with phrase «at management fees»

Too many index investors are looking only at management fees and ignoring other factors.

Not exact matches

Goldsborough compared IBLN's 65 - basis - point management fee to the Global X Guru ETF and AlphaClone Alternative Alpha fund, which come in at 75 and 95 points, respectively.

Turner: One of the things that people in the industry often talk about when it comes to money management is this barbell, where as you said you have low - cost, passive index tracking funds and at the other end you have higher fees, higher active share, things like private debt which you mentioned, and it's those in the middle that are charging higher fees for something that looks quite a lot like beta that are really going to struggle.

Carlyle said it expected the fundraising to bring management fee revenues to at least $ 75 million by the end of 2018.

There are several robo advisor reviews out there, so we here at BI Intelligence, Business Insider's premium research service, combed through several of them and pulled together the table below, which compares 15 of the best robo advisors on the market by minimum account balance and management fee at different account balances.

If you want to buy into his ideas, though, you'll need at least US$ 100,000 and be able to stomach the 1.5 % management fee and 15 % performance fee.

But at that bank, receivables financing involved cash - management fees: $ 85 a month for a lock box, 40 cents per check deposited in the lock box, $ 16 a month for account processing, and $ 75 a month for the ability to check postings on - line.

Washington's Office of Financial Management predicts state revenues will grow by at least US$ 216 million over six years thanks to licence fees and business taxes, and municipal revenues will go up around $ 200 million.

«It's really a fee for using someone else's money,» explains Todd Christensen, director of education at Debt Reduction Services, a nonprofit debt management and credit counseling organization in Boise, Idaho.

Adrian Mastracci, a «fee - only» portfolio manager at KCM Wealth Management Inc., comments, «It's time to welcome a newly - minted savings plan to the retirement labyrinth.»

Unfortunately, as fund fees have declined the average management fee at the advisor level has remained relatively high.

It's important math, given that each of these folks is likely being paid at least a couple million dollars (out of management fees) over the life of a fund.

If you pay a 1 % management fee each year, you'll instead have $ 56,307.88 at the end of thirty years.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

Wait no not that at all, he runs Goldman Sachs Asset Management, «the smallest division at Goldman Sachs Group Inc. and usually the last one investors ask about,» but one that is having a moment recently, since it's performing well (both for customers and for the bank) and provides the sort of recurring fee - type revenue that you don't really get in prop trading.

Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.

In order to encourage significant stock ownership by our directors and senior officers, and to further align their interests with the interests of FedEx's stockholders, the Board of Directors has established a goal that (i) within four years after joining the Board, each non-management director own FedEx shares valued at three times his or her annual retainer fee, and (ii) within four years after being appointed to his or her position, each member of senior management own FedEx shares valued at the following multiple of his or her annual base salary:

Performance at net asset value reflects the deduction of all management and administrative fees.

A no - load mutual fund, by contrast, charges no commissions and costs only a small amount per year in management fees — at Vanguard, about 0.2 percent.

I don't have a problem at all with Vanguard actively managing these products as long as they're using a clear set of rules to govern their investing strategy and as long as management fees are minimal.

If you stuck with the Icon Energy Fund for a decade, you'd be paying at least $ 18,450 in fees to the Icon Energy management team.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Carlos Dias Jr. is a wealth manager and fee - only financial advisor at Excel Tax & Wealth Group and MVP Wealth Management Group based in the Orlando, Florida area.

They need to prove themselves, and require investor education,» he said, adding that investors frustrated by active management's high fees may eventually look at smart - beta products.

NOW You can deduct fees you pay to an investment adviser and similar expenses related to money management but only if they add up to at least 2 percent of your adjusted gross income.

Both Charles Schwab and Fidelity offer huge supermarkets where you can put your Roth money in one account with either of these and then invest in any of dozens of mutual fund companies without loads and at reasonable management fees.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Itemizing taxpayers in those states can deduct that portion of the registration fee, said tax attorney Megan Gorman, managing partner at Chequers Financial Management in San Francisco.

«I'd like to see a private letter ruling or just an IRS modification on annuities that allows advisors to debit management fees directly from the annuity contract without putting out a 1099 - R and having the client pay taxes on the distribution,» said Shebesta, an advisor at Jackson / Roskelley Wealth Advisors.

TORONTO, APRIL 9, 2018 — Franklin Templeton Investments Canada today announced a management fee reduction for Franklin Liberty Canadian Investment Grade Corporate ETF (FLCI) to provide Canadians with an actively managed, investment grade corporate ETF at a lower cost.

The Management Fee is accounted for in the calculation of the weekly Unit Price at Friday's close.

Our estimate includes Club Management Fees for one Anytime Fitness center, for a period of three months, at the $ 179 per month rate.

In our view, with investment management fees coming down significantly over the past decade, it is entirely possible for plan sponsors to add skilled active management to their core lineup, at lower cost than in the past and with potentially broader opportunities than index funds alone.

She could shop for independent portfolio management at what could be half the one per cent management fees plus embedded mutual fund fees she pays, Moran suggests.

Nadya Talhouni, senior vice president and head of cash management and trade finance at Arab Bank, based in Amman, Jordan, says transaction banking has become an integral part of its core corporate banking offering, adding to its overall fee income base and achieving a solid share of wallet with customers.

Fidelity Investments is overhauling the fee structure at its wealth management unit by simplifying how financial advisory fees are charged

For me, it's hard to get excited about stocks at these valuations when I can add to my rental portfolio and earn 15 - 20 % cash on cash returns quite easily before accounting for any appreciation and loan paydown... of course you have the headaches of managing tenants and maintenance issues, but even if you pay a 10 % management fee, the numbers are still a lot better than average stock returns.

Why are any of us surprised what was said at the AGM no one really grills anyone and it's the same questions asked about a lousy 3 million that went to one of Stans company for management fees or something who cares about pocket change, and every year the management are always saying that they have confidence in the team to do well and yes they do up to a level

Gabriel will demand a move soon if he continue to be left on the bench, Mr Wenger had enough quality defenders at the club to work with, spending 35 million on transfer fee for Mustafi is a waste of money and can be considered lazy management from Mr Wenger base on what he already has.

City's management are looking to pay the Spanish champions a world - record transfer fee in excess of # 100m, on top of that handing the Argentine a basic wage of # 500,000 - a-week to reunite him with former boss Pep Guardiola at the Etihad Stadium.

Most owners cover at least 50 % of their annual resort management fees by renting out their cottage for a few weeks each year.

But it would at least give your food service leaders a chance to control the food choices Aramark is making, since the school district would be paying for all of the meal components by invoice, in addition to whatever management fees and per meal fees it has agreed to pay Aramark.

We pay the schools directly to be in their kitchen and at Holy Trinity, with the money we're generating, we take a management fee.

«The law gave the mandate to the Electoral Commission to fix the nomination fee for both presidential and parliamentary election and this is the decision taken at the management level of the commission in compliance with the law.

November 16, 2015 Richard Runes, Glenwood Management's chief lobbyist, testified that both he and top executives at the real estate company were «angry» and «upset» that Golberg & Iryami informed them in 2012 that they had been paying Silver referral fees related to their business for a decade or more.

-- At Sheldon Silver's trial, lobbyist Brian Meara testified that he was worried and concerned after learning that the powerful assembly speaker was receiving a share of legal fees from Glenwood Management.

One of those execs, Glenwood Management vice-president Charles Dorego, arranged for Adam to get a $ 20,000 «referral fee» for doing absolutely nothing, and also hooked him up with a job at another company that had ties to Glenwood ownership called AbTech.

Nationally recognized goat and cattle graziers will discuss management and marketing of meat goats; grazing and browsing principles; fencing, water and mineral needs; use of guard dogs; contract vegetation management; fee grazing; range monitoring; and creating wildlife habitat at the conference, which will be held in Room 216 of the Consolidated Information Center Building.

Allen & Co. is a prior investor in the business and has confidence in the current management (and is being paid a fee in the form of warrants to buy 750,000 shares at $ 1.69 a share).

• Tuition or fees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of theFees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees for the management of the ESA