Clever hedge fund managers, who stand to reap huge rewards from their 20% carried interest (in addition to their 2% annual fee for assets under management), gleefully bet against the market on the way down and then for it on the way up and made giga-bucks from the rapid down-and-up.
The Merger Fund, reopened in October after two years of refusing new accounts, charges 1.34% of assets in annual expenses.
You don't have to pay a 4.5% upfront sales charge and 0.9% of assets in annual expenses to hire the brain of bond guru William H.
The adviser will earn a 2% annual management fee on gross assets including cash and cash equivalents.
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Investment adviser John Mauldin stops short of classifying the current overall market as a "bubble, " even though graphs showing the annual rise in funds and assets resemble the Nasdaq circa 1999.
But take away double-digit annual appreciation of our two biggest assets and throw in worries about retirement, and we begin to feel like slaves.
T-Mobile USA, Inc. ("T-Mobile USA") today reported fourth quarter 2011 results and provided an update on its annual assessment of indefinite-lived assets recorded in its financial statements.
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We don't think you should put any money in a hedge fund like this one, which skims off 20% of gains plus an annual fee of 2% of assets.
Parent-controlled 529 accounts get treated like other parent assets, with an annual 5% or 5.6% snatch, but the disbursements from these accounts do not go into the income calculation.
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Since then American spokespersons have criticised Venezuelan officials for their involvement in the drug trade, skewering the country in annual drug reports and freezing the assets of at least seven current or former Venezuelan officials.
T-Mobile USA is currently performing its annual assessment of the indefinite-lived assets recorded in its financial statements.
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Many planners or their employers have moved into portfolio management, hoping to collect annual fees, typically 1% of assets but sometimes more.
This represents an annual growth of 10% for debt assets deployed and is fueled by the growing need for companies globally to raise capital to expand their operations after the economic downturn and a return of liquidity as market recover from the recent downturn.
The donor puts assets in a CLAT that makes annual payments to charity for a term.
These funds charge a 5.25% front-end load and annual expenses of 1.2% of assets.
It and its twin, iShares Comex Gold Trust, which trades on the American Stock Exchange, run up annual expenses of 0.4% of assets.
The simplest way to use the annual exclusion is to give cash or other assets each year to each of as many individuals as you want.
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In terms of cost differentiation between duplicate funds, Fuhr said investors need to be careful in understanding that often annual costs are adjusted based on level of assets in the fund.
David Love, a visiting finance professor at Columbia Business School, has calculated how much annual income retirees can generate from all their assets--savings, non-financial property and promised annuity payments like pensions and Social Security.
In addition, CSCO has several signs of high-quality management: a top quintile return on invested capital ( ROIC) of 18%, few asset write-downs (less than 10% of net assets), and a compound annual growth rate for NOPAT of 26% over the past 10 years.
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In these deals you give appreciated assets to New Life in return for an annual payout for life and a partial deduction.
The majors charge an annual "wrap" fee on the value of all assets -- including no-loads -- of 1% or more, which is pretty expensive.
Since 1994, his vintage currencies, stocks and bond certificates have outperformed all the traditional financial assets in his portfolio, producing an average annual return of 14.28%.
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Many hedge funds take 2% of assets in administrative fees and 20% of annual profits, a model Mr. Buffett has criticized as offering pay for nonperformance.
As a quick review (though we doubt that you need one), Hon Hai took legal action against China Business News' Wang You and Weng Boa following their report on the much-publicized working conditions at the Foxconn plant lovingly dubbed " iPod City, " asking for compensation amounting to many times the reporters' annual salaries and convincing a court to temporarily freeze their assets.
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Is the annual trail of up to 0.25% of client assets not compensation enough for a one-time referral?
For domestic actively managed funds the (unweighted) average annual expense ratio has dipped from 1.56% of assets in 2003 to 1.45% today.
The fund's expenses run 2% of assets plus management's additional 20% take on annual returns over 8%.
Switzerland, home to two huge banks, UBS and Credit Suisse, each of which at the time of the crisis had assets at least twice the size of the country's annual GDP, is also proposing unusually strict capital rules and giving regulators a say over its banks' business decisions.
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