Sentences with phrase «fee arrangement when»

You also should take into account the lawyer's fee arrangement when you make your decision.

Not exact matches

Additionally, when recommending a rollover from an ERISA plan to an IRA, a rollover from another IRA, or a switch from a commission - based account to a fee - based account, the level fee fiduciary must document the reasons why the level fee arrangement was considered to be in the best interest of the retirement investor.

When evaluating financial advisor fees, sponsors should do so within the context of the total fees charged under the bundled arrangement.

Seeking Arrangement, in particular, has targeted students — a demographic frequently beset by hefty fees and little time for well - paid employment — since 2011, when it began offering them free membership.

And remember, when comparing mortgages it is important to factor in the arrangement fee as well as the interest rate as fees vary significantly.

A MEAF is a very specific charge, and this ruling only applies to it; arrangement fees and other fees that are paid when you take a mortgage out are not part of this.

Disclaimer: NerdWallet has entered into referral and advertising arrangements with certain broker - dealers under which we receive compensation (in the form of flat fees per qualifying action) when you click on links to our partner broker - dealers and / or submit an application or get approved for a brokerage account.

Mortgages come with different deals according to the Consumer Financial Protection Bureau; these fees have different arrangements when it comes to the amount of promo points and fees you can have to reduce your loan's interest rate.

They charge outrageous late fees even when you have made payemnt arrangements bc they failed to tell that you have to make scheduled payments on your original due date.

Bratton seems to agree in his article, saying that in his experience, alternative fee arrangements run into difficulty when projects «blow up quickly or change direction unexpectedly, such that a quote at the beginning of a project based on a number of assumptions can become meaningless.»

«But we certainly are prepared, when we go to a client interview, to talk about what kind of alternate fee arrangements we can offer, and what [information] we would need to determine what we could offer.»

Consultations are free and confidential, and under our contingency fee arrangement we only get paid when we successfully obtain a financial recovery for a client.

When you discuss the fee arrangement with a lawyer, the question of who pays costs and expenses during a case is also very important.

But when asked how many of those firms take the format and try to do similar structured fee arrangements with their other clients, he shrugged and said not many.

While funding may seem the obvious solution when seeking ways to manage legal fees, claimants should not overlook the use of litigation insurance to complement, or as an alternative to, a funding arrangement.

Further, the fixed fee arrangement assures involvement of input by the client in projecting the cost of legal fees for services to be rendered and in determining what will be the strategic performance choices and when they will be carried out.

While all panelists agreed that profitability is most important, each gave different ideas of how to respond to requests for alternative fee arrangements, from fixed fees and discounted hourly rates, to finding opportunities for the firm and their client to «split the difference» when certain milestones are achieved at greater - than - expected margins.

When I talk with people in the legal marketplace about alternative fee arrangements, I often hear two common objections.

Even when a client is not pushing for alternate fee arrangements, recognizing that fixed fees for certain routine services or matters can be more profitable and could result in a win - win.

Further, the fixed - fee arrangement assures involvement of input by the client in projecting the cost of legal fees for services to be rendered and in determining what will be the strategic performance choices and when they will be carried out.

When it comes to intellectual property, for instance, the firm revealed that the typical IP portfolio for a client ranged between 50 to 400 foreign and domestic filings, and that nearly one - third of its patent work was done through alternative fee arrangements.

There was a time when many lawyers, settled in their ways, thought that they could ignore alternative fee arrangements.

The unhappiness reported in the survey may just be the result of attorneys trying to figure out when to use alternative fee arrangements and when to use the billable hour.

When you see headlines in advertising such as «no win, no fee» or «you don't pay unless we win,» a contingency fee arrangement is what is being referred to.

As a one example, we have begun a kind of massive download of PACER information and there are insights in PACER that will allow law firms to do all kinds of stuff, from pricing fee agreements, and alternative legal fee arrangements, to predicting when their clients are going to have problems before they do, to treat things as a matter of kind of risk mitigation instead of litigation after the fact.

In - house counsel gave outside counsel their lowest grades concerning offering timely and realistic budgets and discounted fees / fixed fees / alternative arrangements when requested.

You will become a client of the Firm only if and when you sign and engagement agreement setting forth the scope of the Firm's engagement, the fee arrangement and other relevant matters.

The preferable system is to sign a Contingency Fee Arrangement where the lawyer's percentage of recovery increases depending on how far along your case is when it settles.

However, I find that the most important component that makes alternative fee arrangements work is that when defining them, it's crucial to structure the payment terms as well as the price.

That type of inside information is invaluable to law firms when they propose alternative fee arrangements, says Martin Beirne, founding partner of Beirne, Maynard, & Parsons in Houston, one of the challenge's 32 finalists.

Why do topics such as pricing or alternate fee arrangements seem to be left up to marketing and finance when the models knowledge management generates are a key factor in delivering realistic AFAs?

That being said — when it comes to alternative fee arrangements (AFAs), culture shows its weakness.

When buyers are creating their short list, they are making a technical or intellectual evaluation of things they can check off a list — expertise, relevant experience, geographical suitability, fee arrangements, industry knowledge, and so on.

When considering different fee arrangements in - house need to look at what they want their firms to do differently.

Crane discussed a number of alternative fee arrangements including discounted and volume discounts (e.g. 15 per cent on the standard hourly rate, for example, when fees billed exceed $ 100,000 a year), and blended hourly rates (such as $ 400 / hr blended rate for all lawyers on a file or $ 300 / hr for associates and $ 500 / hr for partners), as well as fixed and capped fees.

The idea is for in - house counsel to use the analytics tool to make more informed decisions when negotiating alternative fee arrangements with their outside counsel, and identifying matters where cost and duration exceeded similar matters.

When it comes to outside counsel, O'Byrne is an advocate for agreeing and sticking to fixed - fee arrangements, to avoid uncertainty and «fee creepage».

Benefits will be paid, up to the Maximum Benefit Amount shown in the Schedule of Benefits to reimburse You for the amount of the Published Penalties and unused non-refundable Prepaid Payments or Deposits You paid for Travel Arrangements, including up to $ 75 for the cost of airline - imposed fees to rebank frequent flyer miles for air flights to join Your Trip when You are prevented from taking Your Trip due to:

TRIP CANCELLATION Benefits will be paid, up to the Maximum Benefit Amount shown in the Schedule of Benefits to reimburse You for the amount of the Published Penalties and unused non-refundable Prepaid Payments or Deposits You paid for Travel Arrangements, including up to $ 75 for the cost of airline imposed fees to rebank frequent flyer miles for air flights to join Your Trip when You are prevented from taking Your Trip due to:

And on this birthday of yours, even when I'm not there with you, I want you to know that I've made all the financial arrangements to support your studies, so that you don't have to worry about your college fees and higher studies.

I offer a reduced fee arrangement for clients in need who are paying privately, when possible.

Referral fees between affiliated businesses are permissible when the following three factors are met: (1) the person making the referral discloses the arrangement to the client; (2) the client remains free to reject the referral; and (3) the person making the referral does not receive any «thing of value» from the arrangement other than a return on the ownership interest or franchise arrangement.

Below are some examples for real estate professionals to follow when engaging in activities with other settlement service providers related to marketing, referral fees, and affiliated business arrangements.

We have an arrangement where she gets paid a flat fee when I buy or sell.