The Motley Fool

AUGUST 12, 2024

Shares can be bought and sold through brokerage accounts, including individual retirement accounts (IRAs) that help you save on taxes. There can also be hefty fees involved. Private equity funds often use a "2 and 20" fee structure -- a 2% management fee and a 20% cut of any profits.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

FEBRUARY 19, 2024

A family office A family office is a unique wealth management firm that caters to billionaires and the ultra-wealthy. A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JUNE 5, 2024

The JEPI is actively managed, necessitating a 0.35% management fee and a high turnover ratio. This derivative-income ETF is also arguably better suited for investors close to, or in, retirement, due to its lower growth potential relative to a low-cost S&P 500 indexing vehicle and unique tax implications.

Exchange-Traded Funds 189

Exchange-Traded Funds Taxes Management Fees Funds 189

The Motley Fool

JANUARY 16, 2024

The SPDR S&P 500 ETF (NYSEMKT: SPY) is one popular option with minimal management fees and a stellar history of reflecting its chosen index. Still, every step in the direction of clarity is good news, even if they're not always taken in the direction of lower taxes and greater investor access to cryptocurrency assets.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Financial Institutions Legal 246

The Motley Fool

APRIL 21, 2024

As with any tool, it is only as accurate as the assumptions it makes and the data it has, and should not be relied on as a substitute for a financial advisor or a tax professional. ETFs can make it simple to match long-term market returns All you need is a simple exchange-traded fund (ETF) tracking a solid market index with low annual fees.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Accounting Taxes 246

The Motley Fool

MAY 29, 2024

Mutual funds update their price at the end of each market day, and they come with extra layers of tax reporting, too. Most online brokers offer commission-free trades for stocks and ETFs nowadays, and don't forget about that ultra-low management fee. One of the main advantages of ETFs is their ability to trade like a stock.

Exchange-Traded Funds 245

Exchange-Traded Funds Mutual Funds Investing Stock Exchanges 245

Private Equity Insights

FEBRUARY 23, 2024

C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting. The fund does not charge a performance fee and waives its management fee for the first year.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

MARCH 18, 2024

No matter what type of IRA or 401(k) you fund, you get tax benefits. With a traditional IRA or 401(k), your contributions are tax-free and investment gains are tax-deferred (meaning you're not taxed year after year, but only as you take withdrawals). If you're child-free, your medical bills may not be as high.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

JULY 10, 2024

Except for management fees, of course Just one more exception to the rule, I promise! ETFs always come with an annual fee. Some fund managers call it a management fee, others prefer the term "expense ratio," and a few present this cost as an operating expense -- among other names.

Mutual Funds 130

Mutual Funds Investors Management Fees Exchange-Traded Funds 130

The Motley Fool

JUNE 22, 2024

That's a lot of tax-advantaged contributions you can make to your plan. You might also have to pay management fees and commissions for buying and selling assets. A third issue is that you may be limited in the type of tax breaks you can claim. The funds you do have available to you might have high expense ratios.

Mutual Funds 130

Mutual Funds Taxes Management Fees Accounting 130

The Motley Fool

MARCH 14, 2024

It can also come from tax-advantaged accounts. IRAs may offer more flexibility in the tax breaks available to you If your employer offers only a traditional 401(k) , you have only one option for when to claim retirement tax breaks. A Roth IRA provides tax breaks in retirement, with withdrawals made tax-free.

Taxes 130

Taxes Investing Financial Institutions Management Fees 130

This is going to be BIG.

MAY 12, 2014

management fee. Most larger funds have a fee around 2%, but when you''re this small, you need a little bit extra to keep the lights on. It''s only a little bit of a performance drag, though, because management fees act like a loan. Tax prep is another 12k. Here''s how it plays out: I have a 2.5%

Funds 167

Funds Legal Management Fees Venture Capital 167

The Motley Fool

MARCH 10, 2024

He also said that the hospital operator's EBITDARM (earnings before interest, taxes, depreciation, amortization, rental costs, and management fees) has risen on a year-over-year basis thanks to higher admission volumes and reimbursement rates from Medi-Cal as well as lower supply costs.

Amortization 189

Amortization Depreciation Earnings Before Interest Management Fees 189

The Motley Fool

DECEMBER 3, 2023

On a non-GAAP (adjusted) basis, Sea Limited's total adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) was $35.3 In the third quarter, revenue grew 5% year over year to $3.3 billion while cutting its loss by 75% to $144 million. million, swinging from a loss of $358 million in the prior-year quarter.

Hedge Funds 246

Hedge Funds Stakes Amortization Depreciation 246

The Motley Fool

JANUARY 21, 2024

The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2 million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 billion AUM) Data sources: Finviz.com, Yahoo!

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets.

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

The Motley Fool

JANUARY 31, 2024

The best way to save for retirement is with tax-advantaged retirement accounts. If you only save through a regular brokerage account, you won't get any tax benefits. Roth IRAs let you make tax-free withdrawals in retirement. If you haven't set up an IRA already, do so immediately so you can start saving on taxes.

Accounting 130

Accounting Mutual Funds Investing Exchange-Traded Funds 130

The Motley Fool

JANUARY 16, 2024

Between automatic contributions direct from your paycheck, relatively high limits, tax advantages, and the possibility of an employer match, they can be an awesome tool for your retirement nest egg. In a Roth IRA, you can often find brokers that offer no fees and that offer commission-free trading.

Accounting 130

Accounting Taxes Management Fees Funds 130

Private Equity Wire

FEBRUARY 22, 2024

C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting. The fund does not charge a performance fee and waives its management fee for the first year.

Capital 97

Capital Funds Performance Fees Management Fees 97

The Motley Fool

MAY 2, 2024

An IRA Individual retirement accounts (IRAs) help you save for retirement while saving on taxes. Roth IRAs don't, but they allow you to make tax-free withdrawals in retirement. It doesn't have the tax advantages of a retirement account, but it also doesn't have any early withdrawal penalties. They have low fees.

Investing 130

Investing Debt Taxes Accounting 130

The Motley Fool

APRIL 24, 2024

Here's a sample of their argument: Management fees are too high: That may be true in some cases, but you have to decide whether you would do a better job investing your money than a professional money manager with a fiduciary responsibility to look out for you. If you're taking money out early, you're disrupting that growth.

Taxes 130

Taxes Education Management Fees Accounting 130

The Big Picture

DECEMBER 4, 2024

Would you like to diversify but also defer paying big capital gains taxes? Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm. The fund runs 15 ETFs and manages nearly 3 billion in assets. None of these solutions are optimal.

Taxes 52

Taxes Mutual Funds Accredited Investors Capital 52

The Motley Fool

JULY 23, 2024

Financial advisors can help you understand the possible tax implications of your windfall, and make sure you don't get hit by a surprise tax bill. SoFi: SoFi Invest offers free financial advisory services from CFP® professionals.

Finance 130

Finance Financing Debt Startups 130

The Motley Fool

JANUARY 5, 2025

Invitation Homes has also expanded its in-house property management capabilities to manage properties owned by other investors. This business supplies additional income from management fees and creates a pipeline of future acquisition opportunities. It currently pays investors $0.29 per share each quarter ($1.16

Management Fees 130

Management Fees Taxes Portfolios Accounting 130

The Motley Fool

SEPTEMBER 21, 2024

Granted, these are tasks you can outsource to a property manager so you don't have to deal with them yourself. But in that case, you risk losing a lot of your profits to a property manager's fee. First, there are expected expenses like insurance, property taxes, and maintenance. That's a risk to consider carefully.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Taxes Accounting 130

The Motley Fool

APRIL 28, 2024

The kicker: The iShares Core High Dividend ETF is very tax efficient. But simply owning a fund can create taxable events, even if you don't sell that fund in a particular tax year. Any net capital gains booked by a fund's manager are just passed along to investors. This ETF's actual effective management fee is a mere 0.4%.

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

The Motley Fool

JANUARY 7, 2024

However, it might not be worth it for long-term investors to try to buy shares of the Invesco fund and then switch to a lower-cost fund after the free period expires once you account for taxes. It's also worth pointing out that most of the proposed ETFs haven't detailed their fees. Grayscale charges a 2% management fee.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

MAY 28, 2024

Bill Mann: It's funny because stock buybacks are thought to be a very efficient way to return cash to existing shareholders in the form of there's not much in the way of tax, and every share of stock you should think of as being a perpetual claim on earnings and assets of a company. Why are they so curious about this, Bill?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2024.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x These analysts would probably be quick to point out that several of the REIT's top tenants appear to be on a more solid financial footing.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

JANUARY 12, 2024

billion after tax, or $0.70 billion after tax, which includes $2.8 billion after tax for notable Quarter 4 items. billion after tax. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. billion of pre-tax expense.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. There are currently tax rules that sunset in '25.

Capital 130

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

The Motley Fool

MAY 7, 2024

Taxes, of course, you're looking for a certified public accountant CPA but some of them also have another designation called the personal financial specialists or PFS, which basically means there are tax expert, but they also know financial planning. These days more people are charging an assets under management fee.

Accounting 245

Accounting Finance Financing Shareholders 245

The Motley Fool

FEBRUARY 2, 2024

yield after management fees and actual capex and generated a 10.6% in the aggregate, including property taxes, which represented approximately 36% of our total operating expenses and are projected to increase approximately 3% in 2024. And then maybe on the real estate tax guide. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

Private Equity Wire

AUGUST 8, 2023

In a statement released on Monday, the New York-based alternative asset manager reported $653 million in after-tax distributable earnings, or 73 cents a share, beating the 71 cent average estimate of analysts surveyed by Bloomberg. million and realised performance income, or carried interest, fell 79.6% million.

Management Fees 52

Management Fees Asset Management Taxes Assets 52