Sentences with phrase «average annual fee which»

Not exact matches

Her VALIC account's average fund expense fee is 1.56 %, says Dauenhauer — who also says that because the account holds 20 different investments, it is probably also actively managed, which would raise her annual fees to more than 2 %.

According to Morningstar Annuity Research Center, variable annuity annual fees range widely, from 0.10 % to 2.25 %, with an industry average of 1.25 %.4, 5 Of course, you will pay more if you need to address a specific risk with a guarantee, such as a guaranteed living benefit, which provides income or asset protection from down markets.

Your available credit line is often affected by your average annual fee on the billing cycle on which you are charged.

The figures show that the average cost of private school education for school leavers in 2016 who started Reception in 2003 is # 156,653, during which time the average annual fees have nearly doubled from # 7,308 in 2003 to # 13,341 in 2016, which is equivalent to 39 per cent of average gross annual full - time earnings.

Your available credit line is often affected by your average annual fee on the billing cycle on which you are charged.

I recommend our Classic Couch Potato Portfolio, which has the lowest fees going, and has produced an average annual return of 11.8 % since 1976.

If your credit score is above average and moves into the fair score category, there is Credit One Bank Unsecured Visa card which comes with annual fee but it can be offset by rewards program.

For an average American middle class head of the house hold, what could be the benefit of subscribing to credit cards which charge an annual fee?

* Earned commission of $ 26,300 * Office split, which reduces the commission by 20 %, to $ 20,680 * Insurance and professional fees reduces these fees another $ 3,000 per year (on the average 6 transactions that works out to a $ 500 deduction), reducing the in - pocket earnings to $ 20,180 * Professional fees (educational courses, accountant / bookkeeper, cell phone, gas) at an estimated $ 12,000 (divided by 6 transactions, another $ 2,000 deduction), reducing the in - pocket earnings to $ 18,180 * Per transaction marketing fees (photography, staging, flyers, etc.) is another $ 3, o00 cost, further reducing the commission to $ 15,180 * Assuming all six transactions were for homes selling for $ 1 - million, the realtor's before - tax income would be $ 91,080 * After tax (assuming the realtor worked in Ontario) annual earnings would be $ 68,827

It gives 3 % cash back in these categories, which is well above average — especially among credit cards with no annual fee.

If you spend at least $ 10,000 annually on your credit card (average $ 833 / month), you will earn a bonus 5,000 Expedia + rewards bonus points, which can have a value of up to $ 70, thus covering most of the annual fee.

You get no annual fee, no overlimit fee, no foreign transaction fee (which averages about 3 % in many other cards), and no late fee on your first late payment.

¹ The before reimbursement expense ratio (which includes acquired fund fees and expenses (AFFE), if any) represents the total annual operating expenses, before reductions of any expenses paid indirectly as reported in the Fund's most current prospectus and is calculated as a percentage of average net assets (ANA).

The average annual fee (also called an expense ratio, and usually identified in a fund's prospectus as the total annual fund operating expenses) for an actively managed mutual fund is 1.26 %, according to Morningstar, which provides independent investment research.

If you own a fund which generates a total average annual return of 6 % p.a. before fees over 30 years, «2 %» annual fees will cost you 33.3 % (on average) of your total return in any given year and 53 % of your total 30 year return!

«Our annual fees, which average about 2.8 %, are ridiculously high.»

You can also choose to hire an investment advisor that charges an annual fee, which typically averages about 1 percent per year.

This is the reason I keep two no annual fee credit cards in my drawer, which increases the average age of my accounts.

Consider the 529 college savings plan, an increasingly popular way to save for higher - education expenses, which have more than tripled over the past two decades — with annual costs (for tuition and fees, and room and board) of more than $ 45,000 per year for the average private four - year college.1 Named after the section of the tax code that authorized them, 529 plans (also known as qualified tuition plans) are now offered in almost every state.

Distribution Fees: The Trust, with respect to each Fund, has adopted the Trust's Master Distribution and Shareholder Servicing Plan for Investor Class shares and Institutional Class shares (the «Plans»), pursuant to Rule 12b - 1 of the 1940 Act, which allows each Fund to pay the Fund's distributor an annual fee for distribution and shareholder servicing expenses of 0.50 % and 0.25 % of the Fund's average daily net assets attributable to Investor Class shares and Institutional Class shares, respectively.

If your portfolio earns 6 % a year before expenses and you pay 0.75 % in annual fees — which is the asset - weighted average for all actively managed mutual funds and ETFs in 2016, according to Morningstar's 2017 fee study — you would end up with an account balance of roughly $ 945,000 by age 65.

Below are the actual returns for the same Model Portfolios assuming total annual investment management fees and trading expenses are 1.0 %, which is considered average.

For example, Vanguard, which has the lowest fees in the industry, has an average expense ratio of 0.14 percent on its money market funds, a $ 20 annual fee on accounts with less than $ 10,000 and requires a $ 3,000 minimum investment.

Most of these co-branded credit cards come with an annual fee, which banks can see as a guaranteed revenue stream for loyal customers with higher - than - average income.

As the average nightly rate for any Hilton property is greater than the $ 95 annual fee, this card pays for itself when the anniversary night is redeemed for any stay worth more than $ 100 (which isn't hard to do).

No annual fee: This card does not have an annual fee, which is great as many cards for individuals with bad to average credit have an annual fee.

Fund manager AlllianceBernstein has started what the average investor might hope for: A flexible set of fees for funds in which the company receives only a nominal annual fee unless a fund outperforms a benchmark index.