Sentences with phrase «management fees associated»

As I understand there are management fees associated with HSA investing (I'm new to the HSA world this year).

What's missing in the new reports are the fees paid to investment managers for selecting and managing the stocks and bonds in the funds, and the management fees associated with owning ETFs.

There are drawbacks to investing in GLD or any of these ETFs: for instance, additional management fees associated with the funds can degrade profits.

When comparing stocks or bonds and iShares Funds, it should be remembered that management fees associated with fund investments, like iShares Funds, are not borne by investors in individual stocks or bonds.

In addition to the management fees associated with a fund, some funds have a marketing cost referred to as a 12b - 1 fee.

There are drawbacks to investing in GLD or any of these ETFs: for instance, additional management fees associated with the funds can degrade profits.

ETF managers charge a low management fee associated with the ETFs, averaging 0.15 % - 0.25 % per annum.

Not exact matches

ETFs are subject to market fluctuation and the risks associated with their underlying securities and are subject to management fees and other expenses.

Commissions, management fees and expenses all may be associated with mutual fund investments.

What I mean is that there is not a management feed associated with an underlying mutual fund and then the PC management fee.

There are fees associated with investment products and services available to Private Client Group and Private Wealth Management clients.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments.

Using these fWHRs, monthly net - of - fee returns and assets under management of 3,868 associated live and dead hedge funds, and monthly risk factor values during January 1994 through December 2015, they find that:

It has been stated with facts that the major form of costs associated with this industry is wages, management and other professional fees.

Additional management fees and other expenses are associated with investing in MLP funds.

Management fees and other expenses and, in some cases, sales loads are associated with mutual fund investments.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds.

The advantage of ETFs, is that you can buy a diversified investment without having to pay the associate trading fees if you bought a number of stocks, and the ETF management fees are considerably lower than their mutual fund counterparts, about.1 % vs. 1.5 % respectively.

COR sued Fort Schuyler Management in state supreme court in Onondaga County earlier this month, alleging that it had failed to pay rent on the ground lease and other associated rental fees related to taxes and operations since the Film Hub opened in 2015.

Geng, an associate professor of information systems in the Naveen Jindal School of Management, said he was annoyed that he was unaware of these extra fees, but he also was curious.

The agreements associated with the two new charter schools allow Perry to collect management fees of up to ten percent of the total school budgets each year.

Commissions, trailing fees, management fees and expenses all may be associated with investments in the ETF.

Commissions, trailing commissions, management fees and expenses all may be associated with an investment in the ETF.

There are contract limitations and fees and charges associated with group variable annuities, which include, but are not limited to, administrative fees and charges for investment management.

2 Commissions, trailing commissions, management fees, and expenses, such as setup fees, may all be associated with your investment.

More importantly, the unseen costs associated with such a strategy, the bid / offer spread for example, often increase management fees which can have a substantial detrimental impact on your overall returns, as shown in the chart on the right3.

If so, what happens to the entire fund industry built on the high fees associated with active management?

A debt management program is designed to eliminate debt by educating the consumer to change their spending habits and working with creditors to reduce the interest rate and fees associated with the debt.

They usually give some basic information on cost — the MER (management expense ratio) is disclosed as well as any other associated fees.

Commissions, trailing commissions, management fees and expenses all may be associated with an investment in investment funds managed by Purpose Investments Inc..

Don't charge the double management fees normally associated with fund - of - funds because the underlying funds are in the same fund family

An investor looking to put some money into mutual funds may be faced with costs like the Management Expense Ratio (MER) and fees associated with load funds.

There are contract limitations, fees, and charges associated with variable annuities, which can include mortality and expense risk charges, sales and surrender charges, investment management fees, administrative fees, and charges for optional benefits.

Another advantage of CIBC index fund management fee distribution discount is that the combined assets of 150,000 can be over several accounts as long as the accounts have the same SIN # associated with it.

Commissions, management fees and applicable sales taxes all may be associated with an investment in the exchange traded funds managed by Horizons ETFs Management (Canada) Inc. (the «ETFmanagement fees and applicable sales taxes all may be associated with an investment in the exchange traded funds managed by Horizons ETFs Management (Canada) Inc. (the «ETFManagement (Canada) Inc. (the «ETFs»).

Please note that the investment products you choose to hold in the TFSA may have fees or charges associated with them (for example, management fees on a mutual fund).

Commissions, trailing commissions, management fees and expenses all may be associated with the use of the Private Investment Managemenmanagement fees and expenses all may be associated with the use of the Private Investment ManagementManagement service.

Commissions, trailing commissions, management fees and expenses may be associated withmutual fund investments.

Using these fWHRs, monthly net - of - fee returns and assets under management of 3,868 associated live and dead hedge funds, and monthly risk factor values during January 1994 through December 2015, they find that:

There are fees and charges associated with variable universal life policies, including cost of insurance charges, surrender charges, administrative and investment management fees, mortality and expense risk charges, and charges for optional benefits.

There are fees and charges associated with IncentiveLife Legacy ® III including mortality and expense risk charges, administrative fees, investment management fees, surrender charges, and charges for optional riders.

Commissions, management fees, custodial fees and expenses all may be associated with the use of the Private Investment Managemenmanagement fees, custodial fees and expenses all may be associated with the use of the Private Investment ManagementManagement service.

Sales commissions, services fees, management fees and expenses all may be associated with mutual fund investments.

But it doesn't matter who does it, there should be a cost associated to it, and since management fees will most likely be 5 % or more of the total rental income, it has a noticeable impact when calculating your cap rate and deciding on the investment opportunity.

One advisor lamented that the mandated reports would include trailer fees but exclude the management expense ratio (MER) fees of products, thereby allowing the fees associated with ETFs to fly under the radar.

Also, there are additional fees and charges associated with a variable universal life insurance policy that are not found in a whole life policy, such as management fees.