Sentences with phrase «net of fees on»

Mango and Union Plus had deals that provided 5 % net of fees on up to $ 5,000 per social security number, but those are no longer available to new customers.

Not exact matches

The government did pledge to close some tax loopholes, which could have an affect on high net - worth investors, and it also stated that it wanted more competition in the banking sector — that could reduce financial - related fees, says Sewell — but it's not clear how or even if any of this will happen.

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

McDonald attempts to answer a pair of key questions about McKinsey, and indeed about the business of consulting in general: whether the work it does for clients is worth the huge fees it charges, but also whether the work, on the whole, is of net benefit to the consultants.

They are a free online tool which not only tracks your net worth and sends you a weekly e-mail on how it's changed with some latest news on the markets, it also analyzes your investments for excessive fees and helps you keep track of your net worth.

We sell our units on a continuous basis at initial offering prices of $ 10.00 per Class A unit, $ 9.576 per Class C unit, and $ 9.186 per Class I unit; however, to the extent that our net asset value on the most recent valuation date increases above or decreases below our net proceeds per unit as stated in the Company's prospectus, our board of managers will adjust the offering prices of all classes of units to ensure that no unit is sold at a price, after deduction of selling commissions, dealer manager fees and organization and offering expenses, that is above or below our net asset value per unit as of such valuation date.

The accounting basis is not the same — the Estimates are on a cash basis of accounting while the Budget is on an accrual basis; the coverage is not the same — with the exception of the Guaranteed Income Supplement, tax expenditures are not included in the Estimates; and the Estimates are on a net basis, netting off revenues against applicable spending, while the Budget is on a gross basis, recording such charges / fees as revenues.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual basis.

1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual bafees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual bafees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual baFees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual basis.

^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual basis.

^ The Fund's investment adviser is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual basis.

If we calculate the gross pay or net pay incorrectly for anyone on your team, your next payroll processing fee is discounted by the lesser of $ 50 or 50 % of your payroll processing fee to compensate you for your inconvenience.

I was using an arbitrary number of $ 8000 for net rental income after all expenses (taxes, insurance, management fees, repairs, etc) just to simplify the summary of the return on investment difference.

«we now have a historical past of net losses, count on increasing our operating fees in the future, and can not achieve or sustain profitability,» warned the requisite chance elements element of the filing.

Behind the Headlines Total revenues rose 7.2 % year over year to $ 12.9 billion on the back of 15 % growth in premiums and a 1.3 % increase in policy charges and fee income, partially offset by 0.5 % lower net investment income.

Finally, stay on top of all your money with Personal Capital, a free financial tool to track your net worth, x-ray your investments for excess fees, and help you plan for retirement w / their excellent retirement calculator.

Because of their ability to invest in these longer duration securities of slightly less credit quality, stable value funds have outperformed money market funds on average by 150 - 200 basis points (1.50 % -2.00 %) net of fees annually over the past 20 years.

I do nt think anyone on here understands that of the 55k she probably nets 33k after taxes but owed her attorney 18k for the contingency fee so she is left w / approx 14k of back pay.

The teenager, who joined the Red Devils from Ligue 1 giants AS Monaco earlier this month for an initial fee of # 36million, announced himself to the Old Trafford faithful in spectacular fashion last weekend as he netted 20 minutes into his debut against Liverpool after coming on a second half substitute.

Sterling has netted 15 goals in 83 appearances for Liverpool and has nine national team caps to his name and both Real Madrid and Barcelona are willing to fork out in excess of # 40m for his services, a fee that may still fall short of any potential valuation the Merseyside club have placed on the player.

Transfer fee inflation yielded record club profits on player sales in 2016, driving a decrease in net transfer costs to just 1.1 % of revenue

With a day to go in the window West Ham have spent a net # 43 million on transfers and loan fees made up of 10 incoming players at a cost of # 53 million and the departure of James Tomkins for close on # 10 million.

Proponents of the measure say that the added business would allow the county to reduce or eliminate an annual «net service fee» levied on taxpayers to make up shortfalls in the RRA budget.

If cities or other jurisdictions «require taxes to be imputed in the fare, Uber shall calculate the service fee based on the fare net of such taxes,» the contract stipulated.

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We also randomly assigned three groups of 3,000 students who met the criteria for our target group to receive just one of the three ECO-C components (application guidance, information on net costs, or fee waivers) rather than all three.

[iii] In addition to enrollment, I also use IPEDS data on net price for low - income students (tuition, fees, room, board, and other expenses less grants and scholarships for dependent students from families making less than $ 30,000 per year), the share of in - state students, and average SAT / ACT scores.

In those instances, the fee comes into play to send professionals on - site to train school administrators and teachers on how to effectively use Net Texts in place of textbooks.

The process for Net Minds to build a joint venture mission and to work on a model more along the lines of how films are optioned and produced, which allows those involved in the project to earn a portion of their standard fee up front along with a portion of royalties for the life of the project.

Your entry fee includes a book review and if you qualify for the Early Bird Discount of 20 percent, your net cost to enter the Discovery Awards would be just $ 20 (if you were already planning on paying for a $ 100 book review).

Effective August 1, Value Line is imposing a 0.40 % 12 (b) 1 fee on a fund that hasn't been launched yet (Centurion) but then offers a 0.13 % 12 (b) 1 waiver for a net 12 (b) 1 fee of 0.27 %.

The Fund's advisor & administrator have entered into a series of agreements that run through September 30, 2017 which limit the Fund's operating expenses to 1.70 % of the average daily net assets of the Fund, exclusive of brokerage fees and commissions, taxes, borrowing costs (such as interest or dividend expenses on securities sold short), acquired fund fees and expenses, extraordinary expenses, and distribution and / or service (12b - 1) fees.

All returns are asset weighted, net of all management fees and based on total return.

The wrap fee is calculated as a percentage of net assets in the clients account rather than on transactions.

The performance information displayed here is calculated on a daily time - weighted basis, including cash, dividends and earnings distributions, is presented «net of fees,» and reflects the deduction of IB Asset Management advisory fees, Interactive Brokers LLC brokerage and other commissions and expenses that a client will have to pay if he invests in any of these portfolios.

Traditional wrap programs are based on the original model developed by E.F. Hutton in 1975, with minimum investments between $ 100,000 and $ 200,000, fees between 1 % and 3 % of the net assets in the account, and «wrapped» services that include portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly performance reports.

These advisors typically add their own 1 % fee on top of the fund MERs, and most only accept high - net - worth clients.

You have no net gain in retirement savings here either, and you're probably going to have to pay some sort of service fees on that load in addition to other risk.

The Fidelity Investment Rewards card is our favorite no - fee cash back credit card for delivering the highest flat rate cash back of 2 % on all net spending.

Any historical numbers, awards, and recognitions presented are based on the performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes non-qualified discretionary accounts invested in since inception, July 1997, and is net of fees and expenses.

* Term reductions are calculated net of fees and based on the expection of additional payments made towards the loan principal over the full life of the loan.

RealtyShares also charges a service fee, but for investors, it is spread between the interest rate charged to the borrower and the net interest being paid to the investors, so you see little of that effect on individual investments.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

We found that simple, low - turnover and complex, high - turnover strategies all work roughly the same on a gross - of - fee basis, suggesting on a net - of - fee basis the simple, low - turnover strategies might have an advantage.

Based on these two profiles, the Citi ® Double Cash Credit Card will net the highest rewards out of the 4 cards even after accounting for annual fees.

When you're responsible for paying your own living costs, as well as your coach's salary, hotel fees, and other expenses, and you have an uneven income — because I only get paid if I win — then budgeting based on what you get to keep at the end of the day (net earnings) is much more important than relying on what you earn on paper (your gross earnings).

In their February 2017 paper entitled «Cheaper is Not Better: On the Superior Performance of High - Fee Mutual Funds», Jinfei Sheng, Mikhail Simutin and Terry Zhang re-examine the conventionally accepted negative relationship between expense ratio and future net performance of actively managed equity mutual funds.

Among surviving funds over the 2008 — 2017 period, smart beta strategies» returns, net of fees and taxes on a postliquidation basis, trailed the style benchmarks» returns by 1.0 %, while the other strategies» deficits ranged from − 1.3 % to − 2.0 %.

They focus on net fund alphas, meaning after - fee returns in excess of the risk - free rate, adjusted for exposures to three kinds of risk factors well known at the start of the sample period: (1) traditional equity market, bond market and credit factors; (2) dynamic stock size, stock value, stock momentum and currency carry factors; and, (3) a volatility factor specified as monthly returns from buying one - month, at ‐ the ‐ money S&P 500 Index calls and puts and holding to expiration.