Sentences with phrase «fees and expenses paid»

He says that after studying various brokerage compensation plans and the monthly fees and expenses paid by the brokers and agents, «I have started what I think is a unique and a win - win business model, where there is no monthly fee or any expense charged to the agent.

Because total annual investment fees and expenses paid by the average individual investor add up to between 2 % and 2 & 1/2 % a year, the great majority of investors would in reality save two percent annually.

Fees and expenses paid by the ETF reduce its returns — the ETF returns will not exactly match the returns of the benchmark.

Only fees and expenses paid from a taxable account that held taxable - income producing assets were tax deductible.

The prospectus section entitled «Fees and Expenses» indicates the fees and expenses paid by the fund for its most recent fiscal year (unless otherwise indicated), organized by share class.

«The idea that corporate clients can now insure the fees and expenses they pay their attorneys, and in so doing share the risk with international insurers, is likely to be of real appeal to many GCs.»

Not exact matches

Travel pros might get paid on commission by hotels and resorts but could also charge a flat fee for putting the whole package together — an expense, however, that could end up paying for itself if it's a truly memorable — and hassle - free — vacation.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

What this means, according to a company spokesperson, is that if the driver takes a route that doesn't match the route assumed in the calculation of the upfront fare, what they are paid could differ from the balance of the ride charge left over after Uber's fees to the driver and other expenses like tolls.

Many investors believe they're only paying the expense ratio (used to pay marketing costs, distribution costs and management fees) when owning a mutual fund, but there are several other costs involved: transaction costs, tax costs, cash drag, soft dollar cost, and advisory fees.

Centene intends to use the net proceeds of the offering to finance a portion of the cash consideration payable in connection with Centene's previously announced acquisition of the assets of Fidelis Care and to pay related fees and expenses.

Meanwhile, Broadcom settled a shareholders» lawsuit in September, agreeing to pay $ 118 million without admitting wrongdoing, plus an additional $ 11.5 million in legal fees and expenses.

An expense ratio is how much it costs to run a fund, including fees paid for management, recordkeeping, custodial services and taxes.

In addition to the super-sized upfront investment, McDonald's franchisees pay what are called «ongoing fees» on rent, remodeling and other expenses associated with maintaining their business.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

Fund expenses are borne directly by the fund and to calculate the MER investors should add them to the fees to be paid directly.

Once the QES transaction is complete, your retirement funds are now available to the corporation to begin operating and paying for business expenses, like buying equipment, leasing space, franchise fees, hiring employees, etc..

The total amount of fees the Company paid F.W. Cook in 2007 was $ 111,207, which included the fees paid for services provided as the independent compensation consultant to the HRC and GNC, reimbursement of F.W. Cook's reasonable travel and business expenses, and a fee of less than $ 5,000 for a survey of long - term incentives which is used for benchmarking for other positions throughout Wells Fargo.

When filing a patent, be ready to pay attorney fees, filing fees and other related expenses.

The total amount of fees the Company paid Cook & Co. in 2011 was $ 163,199, which included the fees paid for services provided as the independent compensation consultant to the HRC and GNC, reimbursement of Cook & Co.'s reasonable travel and business expenses, and a fee of less than $ 5,000 for a survey of long - term incentives which is used for benchmarking for other positions throughout the Company.

Miscellaneous expenses that are subject to the 2 % rule fall into three categories: tax preparation fees, unreimbursed employee expenses and other expenses you pay to (a) receive taxable income (b) manage an investment property or (c) get a tax refund.

In the past, business owners didn't pay close attention to their 401 (k) administration fees because they were buried in plan fund expenses and did not reduce their company's bottom line.

(So, if a fund's expense ratio is 1 percent and you invest $ 1,000 in the fund, you will pay $ 10 in fees.)

• 1/2 of self - employment tax (self - employed individuals are required to pay «payroll» taxes that an employer would otherwise take; these extra taxes can be deducted from AGI, but are included in MAGI) • Student loan interest • Tuition and fees deduction • Qualified tuition expenses • Passive income or loss • Rental losses • IRA contributions and taxable Social Security payments • Exclusion for income from U.S. savings bonds • Exclusion for adoption expenses (under 137)

Assuming the exact same investments above, if you were to pay 20 % carry on each of your investments, despite not generating any profit, you would still have to pay the full $ 20K in carry on the one successful investment, and would therefore end up with less money than you started with, or $ 80K returned (probably less after other fees and expenses).

Investors pay higher ongoing expenses and commissions, a portion of this amount is routed by the fund to the advisor in 12b - 1 fees, commissions, soft dollars, shelf space and marketing support, and the fund family keeps its share as a cost of managing and marketing the fund.

You also pay those mutual funds, by the way — sometimes there's what called a sales load when you buy it; and an expense ratio, a recurring fee the fund deducts from your account.

any fees and expenses associated with the plan and the IRA, whether the employer pays for some or all of the plan's administrative expenses;

We have agreed with the underwriters to pay all fees and expenses related to the review and qualification of this offering by the Financial Industry Regulatory Authority, Inc. and Blue Sky expenses.

To claim a deduction for your tax preparation fees, enter the amount you paid on Line 22 of Schedule A (Form 1040), in the section titled «Job Expenses and Certain Miscellaneous Deductions.»

Use the Funds to Operate Your Business Once the QES transaction is complete, your retirement funds are now available to the corporation to begin operating and paying for business expenses like buying equipment, leasing space, franchise fees, hiring employees, etc..

In addition to paying interest on your loan, you may be charged origination fees and other expenses when you take your loan out.

More often than not, many of the expenses small business owners pay, such as rent, travel and even membership fees can be written off during tax time to reduce self - employment taxes.

These expense ratios are some of the lowest in the industry, and even for a saver with $ 10,000 paying $ 25 a year, the added.13 % fee of $ 13 a year makes the total annual fee just $ 38.

We will have to pay every penny of the medical fee, the huge bill of education and any expenses on raising a child.

The money can be used to pay bills, utility bills, groceries, credit card balances, fees and charges, and other expenses.

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.

Pay attention to the expense ratios and administrative fees involved with the funds you choose.

The Hershey Company intends to use the net proceeds of the Notes Offering to repay a portion of the commercial paper it issued to fund its acquisition of Amplify Snack Brands, Inc. and pay related fees and expenses and for general corporate purposes.

In the settlement, MassMutual will pay out over $ 9MM in cash compensation, give a 60 - day window for any planned fund changes, and, most importantly, clearly disclose fees and expense ratios in plan funds as well as any revenue sharing payments it receives.

This includes setting aside money for taxes, building mortgage or lease payment (if you have a location outside your home), insurance expenses, payroll, and fees needed to pay the professionals who service your business.

Medical care expenses are a big category, and you should check out the IRS list of what qualifies, such as fees to doctors, dentists, surgeons, chiropractors, psychiatrists, psychologists and nontraditional medical practitioners, as well as insurance premiums you paid for policies that cover medical care or for a qualified long - term care insurance policy.

As a result of the recurring transfers of Bitcoins to pay the Sponsor's Fee and the Trust expenses not assumed by the Sponsor, the net asset value of the Trust («NAV») and, correspondingly, the fractional number of Bitcoins represented by each Share, will decrease over the life of the Trust.

If any Shares remain outstanding after the date of termination, the Trustee thereafter shall discontinue the registration of transfers of Shares, shall not make any distributions to Shareholders, and shall not give any further notices or perform any further acts under the Trust Agreement, except that the Trustee will continue to collect distributions pertaining to Trust assets and hold the same uninvested and without liability for interest, pay the Trust's expenses and sell Bitcoins as necessary to meet those expenses and will continue to deliver Trust assets, together with any distributions received with respect thereto and the net proceeds of the sale of any other property, in exchange for Shares surrendered to the Trustee (after deducting or upon payment of, in each case, the fee to the Trustee for the surrender of Shares, any expenses for the account of the Shareholders in accordance with the terms and conditions of the Trust Agreement, and any applicable taxes or other governmental charges).

The Trustee's fees and expenses under the Trust Custody Account Agreement will be paid by the Sponsor.

Even if he wins at trial (which is not guaranteed), he still pays expenses, including discovery and attorneys» fees.

If you want me to «step up» and cover pregnancy - related expenses, have you offered to pay for anyone's abortion, including lost wages, recuperation, abortionist fees?

So my question to catholic engineer... Would you contribute to a special fund, not for every day expenses and charitable works, but to pay for the legal fees and damages incurred by the abusive priests that have, we hope, been expunged from the RCC?

When barbecues are open to the public, as at the Atlanta Exposition, an admission fee is naturally charged, and expenses are paid in this way; but when votes are wanted, no charge is made, or, at least, such a trifle only as will serve to keep out the canaille.

However, in every other regard each party shall pay for and bear its own costs and legal fees, costs and expenses.