Sentences with phrase «dollars of asset fees»

As they say, you do the math — 10 billion dollars of asset fees lost (assuming a conservative 1 %).

Not exact matches

The idea is to leverage the Internet to lower wealth management fees and capture multi-billion dollars worth of client assets in the process.

Those fees add up — let's pretend you're near retirement, have that proverbial million - dollar portfolio, and want 15 % of your retirement assets in energy companies.

The complaint also alleges Rosa failed to disclose the full extent of her assets in a 2009 personal bankruptcy filing, hiding her ownership of a co-op apartment in Manhattan and income earned by her husband, as well as thousands of dollars in political consulting fees she'd earned in the years prior to the bankruptcy.

The total sums converted is in excess of three billion dollars including royalties, taxes and fees unpaid for the asset from which the crude was taken.

The Fund has no sales load (a charge for purchasing the fund), no soft - dollar arrangements (where fund managers receive research, data terminals and other benefits in return for paying higher commissions to brokers), no trailing fees (where funds pay brokerages an ongoing percentage of assets in order to bring business to the fund), and no 12b - 1 marketing fees (where shareholders pay an amount over and above management and operating expenses, so that funds can advertise and attract new shareholders).

Class B Shares: No - load up front, a higher ongoing asset based fee; but with a back - end load, if the investment dollars are removed within an agreed upon period of time.

Popular sector ETFs disclose that they pay 0.03 % each year on all assets up to $ 50 billion, with a 0.02 % annual fee levied on each dollar of AUM beyond the $ 50 billion mark.

In addition, it is a costly matter, resulting in thousands of dollars in direct and indirect damages, from legal fees to loss of assets, as well as inflated interest charges on loans and lines of credit taken out after bankruptcy.

These advisors typically take a yearly fee based on the dollar amount of assets under management (AUM).

A Mutual - Fund Fee Falls Out of Favor A controversial type of mutual - fund fee — in which dollars are subtracted from fund assets to compensate brokers and other distributors — is losing favFee Falls Out of Favor A controversial type of mutual - fund fee — in which dollars are subtracted from fund assets to compensate brokers and other distributors — is losing favfee — in which dollars are subtracted from fund assets to compensate brokers and other distributors — is losing favor.

But take a second look — almost a billion dollars of AUM is categorized as Distributed Assets (vs. Managed Assets), reflecting fees earned on AUM / clients referred to Attalus Capital.

When investment advisors charge a percent of assets fee — and these fees typically exceed 1 % per year unless you have over a million dollars to invest and can get a reduced percentage — you want that to work hard to grow your investment portfolio.

Fees are usually related to the dollar amount of assets under management.

The divorce judge awarded wife half the marital assets in the amount of $ 2.5 million dollars, plus $ 12,000 a month in spousal support and $ 35,000 for her attorney's fees and costs.

Ken, Virtually everybody who needs legal services for real estate transactions (because you either own or are able to buy an asset worth hundreds of thousands of dollars), wills (because you have assets), powers of attorney (usually ditto), estates (ditto), notarizations, incorporations and small business transactions (because you have the wherewithal to be starting, buying or selling a business) can easily afford the very modest fees charged for those services (fees that are less than and often far, far less than, as applicable, the government charges, the realtor charges, the accountant's charges, the moving van company, the new appliances, etc. etc. etc.).

However, some couples end up spending thousands of dollars in legal fees arguing over how to split the limited pot of marital assets.

I have seen lawyers, young and old, spend thousands of dollars of their client's money enforcing legal procedures intended to discover hidden assets when in fact the hidden asset is not worth half the money needed to cover the lawyers fees spent in court.

He simply has a passion for educating everyday people on very uncomplicated and straightforward wealth - building principles, which can be implemented easily without having to pay tens of thousands of dollars of fees to asset managers who may not have their clients» best interests at heart.