The Motley Fool

MARCH 7, 2024

billion of assets under management, as investors seek ETFs with leaner fee structures. The 11 Bitcoin-based exchange-traded funds (ETFs) that were approved in January were a drag on Bitcoin prices at first, but their active buying of digital currency coins has turned into a tailwind recently. billion to $27.5

Exchange-Traded Funds 246

Exchange-Traded Funds Fee Structure Debt Assets 246

Axial

AUGUST 3, 2023

The most common answers: Retainer Fees Retainer Fees: 44% are fixed, one time fees; 31% are monthly Most Common Monthly Retainer Size: 49% of advisors said $5K – $10K per month Retainer Fees Deductions from Success Fees : in 2022, 56% of advisors said they deduct their retainer fees from the success fee.

Fee Structure 96

Fee Structure Banks Capital Companies 96

The Motley Fool

JULY 21, 2023

Annuities are purchased through insurance companies, each with its own fee structure. Fees and administrative costs can eat into the value of your annuity, so make sure to go over a company's fee structure with a fine-toothed comb before agreeing to one of its annuities.

Fee Structure 130

Fee Structure Bidding Taxes Accounting 130

XY Planning Network

JULY 25, 2022

With regulatory changes driving advisors to rein in their fees along with clients yearning for more holistic fiduciary advice, it’s becoming increasingly imperative that entrepreneurial-minded advisors are focused on building firms that ensure their interests align with their clients’.

Fee Structure 72

Fee Structure 72

The Motley Fool

SEPTEMBER 24, 2023

Earlier this year, Amazon added a layer of fees for Prime members using its Fresh grocery delivery service. Under the new fee structure, orders below $50 come with a $9.95 fee, orders below $100 come with a $6.95 fee, and orders below $150 come with a $3.95

Fee Structure 230

Fee Structure Returns Companies Investors 230

The Motley Fool

FEBRUARY 8, 2024

Of course, different advisors have different fee structures. Some will charge an hourly fee while others charge a fee that's a percentage of assets under management. So it's good to talk to different advisors until you find someone who feels like a good fit, and whose fees work for you.

Financing 147

Financing Finance Fee Structure Assets 147

Fortune Financial

SEPTEMBER 25, 2023

Examine Fee Structures Understanding the fee structure of wealth management services is crucial to choosing the right advisor. Fees directly impact the overall cost of managing your wealth and can significantly affect your investment returns over time. Let’s take a look at how Finance Strategists break these down.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

The Motley Fool

OCTOBER 22, 2023

Remember that not every online bank account has the same fee structure. It's important to carefully review all fees before opening a new bank account. Usually, if this benefit is available, the bank will provide reimbursement up to a certain dollar amount per month.

Banks 130

Banks Fee Structure Financial Institutions Accounting 130

Fortune Financial

SEPTEMBER 25, 2023

Examine Fee Structures Understanding the fee structure of wealth management services is crucial to choosing the right advisor. Fees directly impact the overall cost of managing your wealth and can significantly affect your investment returns over time. Let’s take a look at how Finance Strategists break these down.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

JUNE 14, 2023

Costco is actually overdue for a membership fee hike. And so it wouldn't be surprising to see the warehouse club giant make changes to its fee structure before 2023 comes to a close. Members should brace for a fee hike, though it's not guaranteed The last time Costco raised fees was June 1, 2017. 1, 2011.

Fee Structure 130

Fee Structure Financing Finance 130

The Motley Fool

JANUARY 10, 2024

In a nutshell, it's difficult to overstate what a positive catalyst I think this could be for Redfin, as the only tech-focused brokerage that has been actively looking to disrupt the traditional fee structure.

Fee Structure 130

Fee Structure Investing Earnings Before Interest Amortization 130

The Motley Fool

SEPTEMBER 27, 2023

Game engine developer Unity (NYSE: U) tested its ability to extract more money from developers earlier this month with a new fee layered on top of its existing subscriptions. Under the new fee structure, that free plan would have become a lot less free. Unity's plan was to charge developers a "Runtime Fee" starting in 2024.

Fee Structure 130

Fee Structure Companies Returns Investors 130

The Motley Fool

JANUARY 21, 2024

One of the most important things to pay attention to is the fee structure. The fund itself is one of the biggest, with $937 billion in assets. That should give investors some peace of mind that their money is in a safe place. The Vanguard S&P 500 ETF has an expense ratio of just 0.04%. goes to the fund sponsor yearly.

Funds 100

Funds Fee Structure Investing Assets 100

The Motley Fool

JULY 16, 2023

In fact, since regular accounts have different features and fee structures, the account you're switched over to may not be a good fit at all. How to find a new account after graduation When you lose access to a student checking account, you may not want to just switch to the standard account that your bank offers.

Accounting 130

Accounting Financial Institutions Banks Fee Structure 130

FMG

DECEMBER 9, 2022

Time Savings: Providing a clear fee structure allows visitors to your website to self-qualify, saving time on your end by providing more calls from prospects who are better prepared to pay for your services. Legal Requirements: Financial planning fees are required by law to be open to the public.

Fee Structure 52

Fee Structure Best Practices Prospects Assets 52

Axial

OCTOBER 24, 2023

What is the valuation and fee structure? Tell me about your fee structure. The most common way an M&A advisory firm charges for its services is with a retainer and a success fee. What valuation range should I expect for my business and why?

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

Private Equity Wire

SEPTEMBER 20, 2023

Private credit loans are complex and bespoke, with negotiated terms such as cash flow, timing, and fee structures. A fund structure may have ten investments, but there are 100 mid-tier entities in that structure below the fund level—some of the clients making thousands of loans, which adds to the complexity.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

Hedgestone

JULY 2, 2023

Fees and commissions: Understand the broker’s fee structure and commission rates. Look for brokers who offer transparent and reasonable fees, with no hidden costs or surprises. What is your fee structure, and how do you calculate commissions?

Fee Structure 52

Fee Structure Mergers and Acquisitions Due Diligence Consultants 52

Indigo Marketing Agency

JULY 27, 2023

By openly discussing fees from the start, you establish transparency and set the stage for a value-focused conversation. Here’s an example: “I want to take a moment to address our fee structure, as I believe it’s important for you to understand the value you receive in return.

Prospects 52

Prospects Fee Structure Assets Taxes 52

Sara Grillo

JANUARY 8, 2024

This keeps the cost lower since they are basically meeting with people on an “as needed” basis, and not making an attempt to meet with everyone each year. Zack offers common objections to this type of service, most notably that it’s a major cost to meet with all those people individually and that the pricing and fee structuring is not viable.

Accounting 64

Accounting Consultants Consulting Due Diligence 64

Hedgestone

JUNE 25, 2023

Before we dive into discussing the fee structure, let’s first understand what a business broker is. In this article, we’ll explore what you can expect to pay for a business broker and how to choose the right broker for your needs. What is a Business Broker?

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Fee Structure Consultants 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Where can I find information about a firm’s fee structure and business? Form ADV is a document that provides information about a firm’s business, including details about their ownership structure, business practices, services offered, and fees charged.

Education 52

Education Mutual Funds Fee Structure Assets 52

Pension Pulse

SEPTEMBER 6, 2023

The new rules require private funds to issue quarterly fee and performance reports, and to disclose certain fee structures while barring giving some investors preferential treatment over redemptions and portfolio exposure. The industry manages around $20 trillion in assets. The rules also require funds to perform annual audits.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Walkner Condon Financial Advisors

APRIL 21, 2023

Where can I find information about a firm’s fee structure and business? Form ADV is a document that provides information about a firm’s business, including details about their ownership structure, business practices, services offered, and fees charged.

Education 52

Education Mutual Funds Fee Structure Assets 52

Sara Grillo

OCTOBER 10, 2022

.” All of this leads to the conclusion that fee for service is an inevitable part of the planning profession’s future, and the AUM model will someday be regarded as a transitional revenue model from commissions to fees.

Fee Structure 52

Fee Structure Prospects Assets Investing 52

The Private Equiteer

FEBRUARY 28, 2023

Private equity guys like to tout their value creation and financial engineering expertise, but the high fees we get to charge is mostly about providing access. From an LP’s perspective, why pay a 2 and 20 fee structure for the same exposure you can get for a fraction of the cost through simple market investments?

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Exit Strategy 52

The Motley Fool

FEBRUARY 23, 2024

The question there is, I think, you've discussed it before, one of the possibilities eventually could be a fee cut there in connection with other things. Do you think that's a likely or unlikely event during 2024 that the fee structure and the financial relationship there could change, or is that if anything happens there, it's longer term?

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Hedgestone

JULY 5, 2023

Consider Cost Legal fees can add up quickly, so it is important to consider cost when choosing a lawyer. Look for a lawyer who offers transparent pricing and who is willing to work with you to find a fee structure that fits your budget.

Due Diligence 52

Due Diligence Legal Consultants Consulting 52

Diamond Consultants

SEPTEMBER 20, 2022

This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure. For example, many wirehouse advisors who leverage the firm’s CIO portfolios are surprised to find that similar products are comparably “expensive” in the independent space.

Due Diligence 52

Due Diligence Mutual Funds Fee Structure Leveraging 52

FMG

FEBRUARY 27, 2023

We have discussed the importance of being up-front and disclosing fees on your website, so it’s great that Braun-Bostich & Associates has done just that. When you include your fees and fee structure clearly on your website, it can often save a phone call or initial meeting to see if a client can afford the services.

Prospects 98

Prospects Fee Structure Asset Management Education 98

The Motley Fool

MAY 1, 2024

I think we might see an erosion of the fee structure that's traditionally associated with wealth management assets under management between now and this 2050 year that you mentioned. Ricky Mulvey: Let's pick your mind. Any interesting takeaways from these big banks we've had Goldman , we've had JPMorgan , let's add Schwab.

Banks 130

Banks Leveraging Debt Portfolios 130

Fortune Financial

JANUARY 11, 2024

When was the last time these retirement plan fees were plainly explained to you, or your fees were actually reduced? Can you honestly say you are thoroughly acquainted with your plan statistics, fee structure or participant rates? This includes a study of your company culture.

Education 59

Education Legal Taxes Consultants 59

The Motley Fool

JANUARY 14, 2024

Thus, offering the lowest fees will be the primary way to land as much investor money as quickly as possible. All of the major Bitcoin ETF issuers have released their initial fee structures , and it looks like expense ratios will be in line with what you'd expect from a traditional ETF.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Fee Structure Assets Returns 246

This is going to be BIG.

JULY 30, 2015

You incorporate expected company returns, mortality rates, and fee structures to try to predict how a venture capital fund works from a cash in, cash out, and NAV standpoint. One of the first things I did when I joined the venture asset class as a lowly institutional LP analyst in 2001 was to build the VC fund cashflow model.

Venture Capital 167

Venture Capital Returns Capital Enterprise Values 167

The Motley Fool

APRIL 16, 2024

And since different brokers offer different fee structures, perks, and access to other financial account options you might want, it's worth taking the time to pick the right one for you. Since you get to pick your own broker , you can target those with lower investment fees.

Taxes 130

Taxes Fee Structure Accounting Assets 130

The Motley Fool

MARCH 17, 2024

One important factor to keep in mind is the fee structure. The last thing you want to do is pay exorbitant fees that eat away at your returns. Vanguard has been around for almost 50 years, and it's one of the most highly regarded financial firms in the world. Having that kind of peace of mind counts for a lot.

Funds 130

Funds Fee Structure Investing Returns 130

The Motley Fool

MAY 1, 2024

The first thing on your increase on the earnings on the fee rate. And to a lesser extent, volume coming from certain customers that may have a different fee structure in there. And yes, we do think that will continue going forward that fee rate. A lot of that is driven by our inflationary escalators that are coming in.

Capital 130

Capital Assets Banks Debt 130