Sentences with phrase «investment counsel fees»

These include interest on loans to invest in a business or an income - producing investment outside an RRSP, plus investment counsel fees, the cost of renting a safety deposit box, and accounting fees to calculate rental or investment income.

The issue is especially concerning when it comes to non-registered accounts (investment counselling fees are not deductible for registered plans at any rate).

For non-registered accounts, investment counseling fees are tax deductible.

Not exact matches

While they're not cheap — expect a search to cost you several thousand dollars — they can save you money in the long run by helping you find a good private investment counsel firm at an attractive fee.

For this she pays fees that are competitive with general private investment counsel rates of about 1 % to 1.5 % of assets per year — more than one percentage point lower than what she was paying before.

That is, on a $ 100,000 portfolio, you might expect to pay between $ 1,000 and $ 2,000 a year in fees, often via traditional mutual funds, wrap accounts or investment counsel.

Dekanic recommends you find a fee - based investment counsel firm.

See IT238, Fees Paid to Investment Counsel.

Since we don't answer to stockholders, we can offer you lower fees, higher dividends, great rates on loans, and many membership perks like investment services, online car buying service, HomeAdvantage ® program, free financial counseling, free financial seminars, access to over 47,000 surcharge - free ATMs, and more.

When Thomas Rowe Price, Jr. founded his own investment advisory firm in 1937, he offered investors a new service - investment counseling - and charged asset - based fees for his advice.

The first is the most obvious: you can claim some — but not all — of the direct costs associated with investing, including some of the fees you pay your investment counsel or accountant for helping you with your taxes.

Legal fees that you pay to protect your taxable income, or to produce your taxable income (This includes fees for legal assistance for helping you keep your job, for tax planning or investment counseling, or for handling an audit of your tax return.

In addition to investment advisory fees, each Fund pays other expenses including costs incurred in connection with the maintenance of securities law registration, printing and mailing prospectuses and Statements of Additional Information to shareholders, certain financial accounting services, taxes or governmental fees, custodial, transfer and shareholder servicing agent costs, expenses of outside counsel and independent accountants, preparation of shareholder reports and expenses of trustee and shareholders meetings.

With more than 25 years of experience, Cliff regularly counsels clients on the design and distribution of investment products including wrap - fee programs and other advisory products, mutual funds, bank collective investment funds and insurance products.

A commission - based planner is paid a fee whenever a stock or other investment is bought or sold, while an hourly or flat rate planner is paid his / her fee for their counsel.