Sentences with phrase «with high investment fees»

Ask if there are investment restrictions — some banks only offer investments (such as bank branded mutual funds) with high investment fees.

For many, the big push into «alternatives» (hedge funds, PE) and increasingly complex investment strategies has led to lower returns over the past 10 years, along with higher investment fees paid.

Not exact matches

If you aren't happy with the investment choices offered by the new plan or the fees are high, you can move your 401 (k) into an IRA or Roth IRA.

That umbrella definition covers a wide range of relatively complicated and expensive investment products that have been associated with high - pressure sales tactics and inscrutable rules about fees and payouts.

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

Annuities are somewhat controversial because some come with high fees and they may not pay off as much as other investments.

While a fund with higher than average fees isn't necessarily bad, its manager will have to do better than his peers to deliver a comparable return on investment.

This year cast doubt on the sustainability of these returns, and coupled with high fees, a 2 % annual management fee and a 20 % cut of the profits, many have opted to take control of their own investments rather than trust in crypto hedge funds.

The promise of high yields is tantalizing, but compare these account fees with ones attached to lower - yield options to determine the true value of your investment.

This kind of investment service level is typically available to investors with much larger portfolios and at much higher annual fees at traditional investment brokers and advisors.

When municipalities fund infrastructure through deals with investment banks, that means higher costs, which are passed on to residents and local business owners through usage fees or in the form of higher rents or prices.

Athenex, which raised $ 68 million from a secondary stock offering during the quarter, finished the year with $ 51 million in cash and short - term investments, down from $ 69 million in September as the company spent heavily on clinical trials for the drugs it is developing and absorbed higher licensing fees at its specialty drug business, which has added 12 new drugs to its stable of products.

Another plus is the lack of high fees that are usually associated with other investments such as REITs.

Even with subpar investment options and high fees, though, the tax savings might make investing through a 401 (k) better than using a non-tax-advantaged account.

For unbiased service, competitive commissions and fees, and high - quality trade executions, consider consolidating all your investments with Vanguard Brokerage.

Cons of investing in retirement accounts: Some 401k plans offer sub-par investment menus with high fee structures; most accounts prevent access until age 59.5 or older.

For the inexperienced investor, you should consider an investment with trailer fees, with a high degree of skepticism.

«The weaker performance combined with the relatively high fees have definitely created a trend out of hedge funds,» said Atlanta - based consultant Jay Love, U.S. director of strategic research for Mercer Investment Consulting.

This bill would undermine that balance by potentially exposing hard - earned pension savings to the increased risk and higher fees frequently associated with the class of investment assets permissible under this bill.

During his time at Kidder, Peabody & Co. and SmithBarney, he grew dissatisfied with the firms» approach to client relationships and high - fee investment management.

«As an investment strategy, I'd suggest selling the high - fee mutual funds in her RRSP and instead hold blue - chip dividend - paying stocks in that account, with all dividends reinvested, much like her non-registered investment account,» says Trentos.

The best ETFs are low - cost, simple and efficient investments Unlike many other financial innovations, ETFs don't load you up with heavy management fees, or tie you down with high redemption charges if you decide to get out of them.

I was told that TD Waterhouse will charge a higher fee for placing the second transaction with an investment representative.

Aside from the very few who earn very high salaries (attorneys, doctors, investment bankers, etc.) the answer is probably no for most, at least not one with whom they work full time on an AUM basis or similar recurring fee.

These funds do come with a higher fee, so make sure your investment strategy warrants the added expense.

Class B Shares: No - load up front, a higher ongoing asset based fee; but with a back - end load, if the investment dollars are removed within an agreed upon period of time.

While just about any investment will have a higher yield than an interest - bearing bank account, you should choose the brokerage with the lowest fees and cheapest funds.

Pros of investing in alternative investments: Can add another level of diversification to an investment portfolio Cons of investing in alternative investments: Might be difficult to understand, with high fees and expenses

Cons of investing in retirement accounts: Some 401k plans offer sub-par investment menus with high fee structures; most accounts prevent access until age 59.5 or older.

With index - tracking exchange - traded funds charging fees that are far less than actively managed mutual funds, the higher - cost investment options that AllianceBernstein (NYSE: AB), Hartford Financial (NYSE: HIG), and other active - management firms have within some 529 plans come under greater pressure from the state board established to oversee the plans.

You also save on the higher brokerage fees and commissions associated with other types of commodity investments.

You're getting some of the top investment ideas of the world's most talented hedge fund gurus but without the high fees that come with investing in the hedge funds themselves.

Many investors are now looking to replace their traditional higher - fee funds with ETFs to meet their long - term investment goals.

There are high fees associated with the asset classes as well as high initial investment costs.

In fact, we've seen many savers reach out to us for help after working with a broker - dealer, paying high fees, and ending up with little to show in returns on their retirement investments.

Most mainstream options with an investment advisor would involve mutual funds and if you're going to be a conservative investor, mutual fund fees of 2 - 2.5 % may be too high a threshold to exceed to earn a significantly better rate of return than GICs.

Many funds also have higher fees than those associated with conventional funds and that can also eat away at investment gains.

The good news is it sounds like you've caught onto the problem with high fees on your investments.

The best performing ETFs have low management fees, diversification, and are more tax - efficient than many other investments We still feel that investors will profit the most with a well - balanced portfolio of high - quality individual stocks, but ETFs can also play a role in a portfolio.

Even with subpar investment options and high fees, though, the tax savings might make investing through a 401 (k) better than using a non-tax-advantaged account.

The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income for itself and its subsidiaries.

Additionally, the investment options available in the 401k are all mutual funds with relatively high management fees.

And while Sarah appears happy with her bank mutual fund investment strategy, she should nonetheless watch for the fees and high management expense ratios she is paying on these financial products.

After witnessing firsthand the often misaligned values of financial advisors and their clients, combined with too high minimum investment amounts, and unreasonable fees the idea for WiseBanyan was born.

These funds are charging you high fees everyday; you can «average down» with other investments.

A plan with high management fees can take a bite out of investment returns, reducing the amount of money available to a student for tuition expenses when the bill comes due.

As a pioneer in digital investment advice, it «encourage (s) BMO to join us in our mission to help Canadians understand the trouble with traditional high - fee mutual funds and the benefits of platforms» like his and his rivals.

We're excited to give our clients the ability to select a personalized socially responsible investment strategy with our signature promise of a single flat fee as an alternative to paying high fees for an actively - managed portfolio or a tax - inefficient mutual fund.

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund — or both.

Plaintiffs argue it was inappropriate to allow each of these recordkeepers to supply the plans with a separate menu of investment choices including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund — or both.