Sentences with phrase «total combined assets»

You can avoid this fee when you meet any ONE of the following requirements during each monthly statement cycle: Keep an average daily balance in your checking or a linked Regular Savings account of $ 5,000 or more OR Keep a $ 10,000 average daily combined balance in linked checking, savings, Money Market Savings, CD and IRA accounts OR Keep an outstanding balance on a linked installment loan or line of credit of $ 15,000 or more OR Keep total combined assets in eligible, linked Merrill Edge or Merrill Lynch investment accounts of $ 15,000 or more OR have a linked Bank of America first mortgage loan that we service.

The total combined assets of the 114 U.S. exchange - traded funds were $ 118.44 billion in May, according to the latest data from Investment Company Institute, the national association of the investment company... Read More

$ 15,000 or more total combined assets in linked eligible Merrill Edge and Merrill Lynch investment accounts.

Some analysts have projected growth rates of 12 - 13 % annually for a total combined asset valuation of $ 6 trillion.

From a beginning balance of owing $ 25,000, American Income Life Insurance Company now has a total combined asset value which exceeds $ 3 billion.

Not exact matches

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

The first tier, Gold, requires at least $ 20,000 in combined assets between Bank of America and Merrill Edge, while the top tier, Platinum Plus, requires at least $ 100,000 in total assets.

Asset leaders like IEMG, VWO and the iShares MSCI Emerging Markets ETF (EEM) have seen more than $ 9.5 billion in combined net creations year - to - date; the smaller XSOE has attracted almost $ 80 million in net assets under management (AUM), bringing it to $ 92.6 million in total AUM.

Its total assets also are greater than those of the top nine other leakiest companies combined.

The number of high - net - worth individuals (HNWIs) in the world increased by 9.2 percent in 2012 to 12 million people, with combined total assets of $ 46.2 trillion, according to a report by Capgemini, a management consultancy.

Note: Table reports expenditures from all funds (General, State Special Education, Combined GF & Special Education, Total Governmental, Total State Grants, and Total Federal Grants); Statewide totals include expenditures from public charter schools Variable costs include expenditures for Instruction, Student / Instruction Support Services, Other Support Services, and Fringe Benefits; They exclude Operational Expenses, Total Property Expenses, Assets / Reserves, Debt Service, Transfers, and other miscellaneous expenses

If the client's combined assets across all accounts are less than $ 15,000, a total fee of $ 25 per quarter split across all accounts with apply.

My guess is that the gross profit to total asset ratio works really well when combined with a valuation fundamental.

Now anybody can invest up to $ 10,000 annually — and so - called «eligible investors» can invest up to $ 30,000 provided they have $ 75,000 of personal income in the past two years ($ 125,000 combined with a spouse), or $ 400,000 in total net assets.

So, if the total of all your accounts at one institution gets close to $ 100K — let's say you have $ 80K at one institution... Then you may want to consider putting money into another institution if at maturity, your combined assets will get close to that $ 100K limit.

I mean for regular USD trading accounts is clear: if your combined assets in there are above 100K you check that box and report as Total income all your capital gains for the year in that accont correct?

But their combined withdrawals amounted to just a small fraction of the fund's billions in total assets, so I doubt we can conclude that any of these moves are part of a significant trend.

Bond yield calculator / Portfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual basis.

The tool displays a total for each product type and a combined total of the portfolio assets.

The first tier, Gold, requires at least $ 20,000 in combined assets between Bank of America and Merrill Edge, while the top tier, Platinum Plus, requires at least $ 100,000 in total assets.

According to Combined Insurance's 2009 financial report, it has garnered a total of $ 1,358,027 in revenue, a net operating gain of $ 288,673, and total assets of $ 2,899,291.

An insurance company's general account is the combined (or aggregated total) of investments and other assets that the insurance company may hold...

«It's important to note that if you're married, the combined total of your assets can be up to $ 10.9 million without being hit with the estate tax (as of 2016),» explains Seaman.

2nd largest life insurer in the United States (life and health combined) based on its total admitted assets

Second largest life insurer in the U.S. (life and health combined), based upon total admitted assets

Combined Insurance has over $ 2 billion in total assets.

Combined, the three primary exchanges that makeup Farmers Group are estimated to hold a total of $ 20.6 billion in combined assets, and had a 2016 revenue figure of over $ 15.5 Combined, the three primary exchanges that makeup Farmers Group are estimated to hold a total of $ 20.6 billion in combined assets, and had a 2016 revenue figure of over $ 15.5 combined assets, and had a 2016 revenue figure of over $ 15.5 billion.

Second - largest life insurer in the United States (based on life and health insurance combined, and total admitted assets)

It is up to you to decide if that is enough coverage, however it is smart to get a larger policy if your combined assets total more than $ 100,000.

We then weigh each asset according to its total market capitalization contribution before combining the whole number by using our proprietary index divisor.

Total investment in 2017 totaled more than $ 20 billion (inclusive of all single asset, portfolio and entity - level / M & A transactions), surpassing the volume for the three previous years combined.

Following the merger, Commercial Net Lease Realty will own 377 properties in 40 states with total GLA of approximately 7 million sq. ft.. The combined commercial assets of the two REITs will be worth about $ 1 billion.

The combined company, which will operate under the Regency name, owns 200 retail properties totaling more than 23 million sq. ft.. The merger makes Regency the first national owner, operator and developer of grocery - anchored, neighborhood infill retail centers with total assets exceeding $ 2.4 billion.