I think Personal Capital makes sense as an aggregator when investments are spread across various institutions, but i have close to 250K in various investment accounts that are all with Vanguard, and they have portfolio analytic tools that provide data
like fee analysis and risk exposure.
Not exact matches
A bulletin issued in June 2013 outlines that brokers can not offer things
like payroll services and data
analysis, unless a «fair market value»
fee is charged.
Commentary and
analysis of the Janus v. AFSCME Supreme Court case that will take on the question of whether public sector unions,
like teachers unions, should be able to force non-members to pay
fees.
A «marketing funds development» program (that's when you'll start to pay for things
like free giveaways, e-coupons, enhanced placement, etc.) A «data
analysis»
fee (that will cover your reporting on sales).
For that matter, if after going through a process
like I've described you still have doubts about how to proceed, you could always seek a second opinion, so speak, and hire an adviser on an hourly or flat -
fee basis to review your current adviser's
analysis and recommendations.
Like discount brokers, they provide clients self - directed investment accounts in which the institution may provide clients research and
analysis, but its
fee is not earned from providing investment advice.
There are also super-premium cards
like the fabled «Black Card» (actually called the Centurion and issued by American Express) but I won't discuss those here because a) they aren't accessible to most people and b) because in a cost / benefit
analysis, they come out on the losing end most of the time because of their outsized annual
fees and generally poor points earning rates on daily spend.
This
analysis isn't meant to be dispositive: you may value the perks of elite status with Delta or United,
like waived award change and cancellation
fees, more than the miles you're foregoing by not crediting your flights to Alaska (in the case of Delta) or another Star Alliance partner in the case of United.
While the death of the billable hour continues to remain greatly exaggerated, the use of alternative
fee agreements (AFAs), such as flat
fees, success - based
fees, auction - based
fees, etc., continues to increase and has led to a more business -
like analysis by law firms as to how their services should be priced.
If you are a law firm partner or manager and would
like fee estimate for our performing a client profitability
analysis for your firm, please submit a no obligation
fee inquiry.
However, if you would
like to have a more in - depth
analysis of your skills, you will probably have to pay a
fee.
«REALTORS ® are always framing issues
like impact
fees in terms of private property rights, which is fine, but the Robinson & Cole
analysis helped us go beyond that argument,» says Larson.