Sentences with phrase «of advisory fees»

Five of the 14 robo - advisors in our survey charge service fees on top of the advisory fee.

On top of advisory fees, some robo - advisors charge other fees for trades and transactions, account maintenance, or additional services.

Similar to the process described above, program fees for retirement accounts are reduced by the amount of advisory fees for the money market funds advised by AMUS.

Performance is reported net of all advisory fees and includes reinvestment of dividends and other earnings.

If NexPoint Advisors does not agree to reimburse certain of our expenses, including through the waiver of certain of its advisory fees, significant portions of these distributions may come from offering proceeds or borrowings.

Estimates of Chinese outbound investment over the next decade run as high as $ 2.5 trillion, a rich source of advisory fees in the United States.

«The Advisor will not seek recoupment of any advisory fees it waived or Fund expenses it paid during such period.»

In the extreme, if deductible household expenditures (e.g., property taxes, charitable giving, the deductible portion of advisory fees, etc.) continue while there's no income for the year, taxable income could even be negative, which means the partial Roth conversion would be tax - free just absorbing the otherwise - unusable deductions (which are permanently lost if not offset against negative income in the same tax year!).

The values are based on a hypothetical rate of return and a weightedaverage of the advisory fees and operating expenses of each of the investment divisions underlying the policy.

† Composite return is net of advisory fees.

^ 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.

That's important because on top of the advisory fee, investors pay for the management fees (a.k.a. expense ratios) on the ETFs in their portfolio.

You will pay more for trades and some of the advisory fees for the managed products are higher than what you see with robo - advisors.

The performance figures stated are net of advisory fees, and include reinvestment of dividends or other earnings.

25 % of the advisory fees are subtracted from the milestone 1 payment, and the remainder is subtracted from the milestone 2 payment.