advisor's fees

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• Advisor Fee — The fee that is paid to a financial advisor for recommending a load mutual fund based on the needs and time frame of an investor. Fees differ according to the class of mutual fund shares, and are paid to the advisor for recommending a fund that… …   Investment dictionary

• Advisor — 1. The person or company responsible for making investments on behalf of, and/or providing advice to, investors. 2. In the context of the mutual fund business, an advisor, also known as an investment advisor, is an organization employed by an… …   Investment dictionary

• Advisor Account — A type of investment account where an investment advisor works closely with a client in formulating and implementing investment purchases and strategies. In most cases, the client has the final say on all investment decisions. The fee structure… …   Investment dictionary

• Fee-Only financial advisor — Fee Only financial advisors in the USA, as defined by the review materials for the Certified Financial Planner exam and the National Association of Personal Financial Advisors, are compensated solely by the client, typically achieved through a… …   Wikipedia

• Investment advisor — An investment advisor (or investment adviser) is an individual or firm that advises clients on investment matters on a professional basis. They tend to fall into two distinct categories: * investment advisors offering direct financial advice to… …   Wikipedia

• Mutual fund fees and expenses — are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory fees, and marketing and distribution expenses. Funds pass along these costs to …   Wikipedia

• Investment Advisor — As defined by the Investment Advisors Act of 1940, any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of client assets or via written publications. An… …   Investment dictionary

• Registered Investment Advisor — Investment Advisor (IA) is a non formal designation describing a person or firm in the United States who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or… …   Wikipedia

• Layered Fees — Two sets of management fees that are paid by an investor for the same group of assets. This practice is found in many types of investment vehicles such as wrap funds, variable annuities, registered investment advisor client accounts and even… …   Investment dictionary

• Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   Wikipedia

• National Association of Personal Financial Advisors — (or NAPFA) is an American financial planning trade organization created in 1983 to expand the use of Fee Only financial advisors by individual consumers. NAPFA established the first set of professional standards for Fee Only financial advisors… …   Wikipedia