Sentences with phrase «less the management fee»

Net investment income: For a mutual fund, gross investment income less management fees, Rule 12b - 1 fees, and administrative expenses.

High Interest savings accounts offered through discount brokers currently offer an yield of 1.25 %, which is pretty much exactly the same as XFR's yield of 1.46 % less the management fee of 0.20 %.

On average, REIT investors generally yield between 7 - 9 % per annum based on the rent collected, less management fees.

Not exact matches

And due to its economies of scale and zero marketing needs, it would have very low management fees, less than half a percentage point.

This could mean the difference between giving up 2.4 % of the value of your assets every year to mutual funds with active management, and the fee of 0.5 % a year or less for an ETF.

Several turned to less capital - intensive business, such as wealth management, which finds much of its profit in collecting fees.

«The rest was largely generated by mining itself and, to a much lesser extent, by collecting management fees from the mining pools it operates and renting out the mining power of its mining farms through cloud services.»

In venture funds, the management fee usually runs a little bit less, like between 1.5 % and 2 % per year.

For a management fee of less than 0.89 % and less, Personal Capital connects users to registered investment advisors, who then provide personalized wealth management advice online.

Glaucus claims that Blue Sky inflates the value of its investments, and that its published fee - earning assets under management figure is not the $ 4 billion the company presents, but less than $ 1.5 billion.

Mutual funds have much higher management fees than index funds and almost always will make you less money over longer periods of time.

See for yourself how Deem Work Fource streamlines the travel experience, taking less time to book travel and costing you less in management fees, out of compliance bookings and lost airline tickets.

We have a superannuation (retirement fund) industry that is worth billions in annual management fees, yet many funds consistently return less than the local benchmark.

Mysteriously enough they will never guide you towards index funds or ETFs with management fees of less that 0.1 %.

See our historical This is the total return less our 0.5 % fee and the ETFs» management fees, not our actual clients» return.

High - end hotels are mostly operated by brand management companies with fees based on a percentage of total revenue; most less expensive hotels are franchised, and their fees are based on room revenue only.

Perhaps so, but as Whitebox Mutual Funds continues to grow through thoughtful risk and portfolio management, it should adopt a simpler and less expensive fee structure: single share class, no loads or 12b - 1 fees, reasonable minimums, and lowest ER possible.

In addition, fund management fees can be considerably less costly for index funds because they don't typically employ active managers to choose securities.

And if you happen to work for a company with less than 100 employees, you likely pay over 2 % in management fees.

All three funds will be no - load with a 2 % redemption fee if the funds are sold within 60 days of purchase and will carry a management expense of.50 % (that compares to Vanguard's Total Retirement Funds» expenses of less than.25 %).

ETFs are much less expensive than actively managed mutual funds, as they do not incur expensive management fees.

Less than a month ago, BlackRock aggressively cut the management fees on several of its core ETFs.

See our historical This is the total return less our 0.5 % fee and the ETFs» management fees, not our actual clients» return.

And unlike hedge funds — which often charge at least 2 % plus 20 % of returns above their benchmark — they are accessible to retail investors for a management fee of less than 1 %.

With a management fee of just 0.15 %, ZCN will be doing so for 10 basis points less.

An investor can now build a Couch Potato portfolio with an annual management fee of just 0.12 %, less than half what it cost just a few years ago.

For instance, the management fee charged by the Vanguard MSCI Canada Index ETF (TSX: VCE) is about 6 basis points or so less than the iShares S&P / TSX 60 ETF (TSX: XIU).

With index - tracking exchange - traded funds charging fees that are far less than actively managed mutual funds, the higher - cost investment options that AllianceBernstein (NYSE: AB), Hartford Financial (NYSE: HIG), and other active - management firms have within some 529 plans come under greater pressure from the state board established to oversee the plans.

However, even «after subtracting fees, returns from active management tend to be less than those from passive management.»

Assuming active investing expenses are 2 % (some may be more, some may be less, but certainly none will be less than the passive investing expenses because of management fees and higher trading costs etc), then the active group would have made 10 % - 2 % = 8 % on average.

Some other bits of pricing information you might consider, though they're unlikely to sway your account one way or the other: Wealthfront offers NerdWallet readers free management of the first $ 5,000 invested — a savings of $ 12.50 a year that, while small, makes it slightly less expensive than Betterment overall — and Betterment waives management fees on the portion of an account balance that tops $ 2 million.

The type of services covered under the new rules are companies that promise to 1) work with a creditor to settle the debt for a lesser amount than is owed, (debt settlement companies) 2) work with all of a consumer's unsecured creditors to promulgate a debt management plan to vary the terms of all such debts, under a debt management plan (debt management companies) and 3) negotiate with a creditor to lower the interest rate of the outstanding debt and / or waiver of certain debt fees, such as late fees or over the limit fees (debt negotiation companies).

Passive management produces average rates of return less expenses and fees.

If you have less than $ 10,000 to invest, Wealthfront is the most cost - effective choice, with no management fee on the first $ 10,000 and 0.25 % on investments exceeding that amount.

De Thomasis believes the couple can cut their total investment management and financial planning costs to an all - in fee of 1.5 %, while being subjected to less stress.

Low management expense ratios (MERs) mean you pay less in fees so you keep more of your returns (more wealth for you!).

(2) charge and collectmonthly the lesser of a total maintenance fee of $ 20 per month, or $ 5 per monthfor each creditor of a consumer that is listed in the debt management servicesagreement between theregistrant and the consumer;

The less money you pay in management fees, 12b - 1 fees, expense ratios, etc., the more money you get to keep and use for your retirement.

They could employ traders to break up their roll - over purchases into smaller orders that are less likely to affect market prices (though this would raise management fees).

These three investing platforms are low - cost robo - advisor funds that charge a small management fee of 0.35 % or less in most cases (Wealthfront will manage your first $ 15,000 for free when you sign - up through Debt Roundup!)

Withdrawal of brokerage firms from the equity research business + downward pressure on fees + investor reallocation toward index investing have made traditional active management considerably less lucrative than it was during my working career.

We have recently dropped our high MER (management expense ratio) mutual funds along with our financial adviser and switched to some lower fee and less volatile mutual funds with our bank.

The good thing about ETFs is that they cut the management fees you pay to an absolute minimum — in most cases, less than a quarter of what you would pay for an equivalent mutual fund.

Such firms usually charge a management fee of 1 % or less on a $ 2 million portfolio.

Mutual fund salespeople claim this difference is less than the 1 % of assets under management that many fee - only financial planners charge.

Rather, we are recommending index funds which charge a management expense fee of less than the 0.70 % that Knowledge First charges (page 8, its own prospectus) which incidentally doesn't include the years of contributions that count 100 % towards fees.

ETF management fees for Rebalance IRA average less than 0.2 % per year.

Whether you choose to think of it this way or not, the fact of the matter is that every dollar spent to cover you fund's management fee is a dollar less contributing to your own return.

Doing this is likely to be a foolish strategy, since historical mutual fund return data tends to be much less reliable than picking much lower cost no load index investing funds with passive management, low turnover, and low fees.

Many ETFs charge ultra-low management fees (think 0.2 % or less), but to buy or sell them you have to pay a brokerage fee just as if you were buying a stock.