Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

An amount of money that acts as a fee pre-payment; the remainder is refunded to the client Retainer fees generally come into play when you hire an attorney. If you anticipate you’ll be contacting your ...

(More: Advisers shift away from AUM fees to better serve clients) For advisers charging an AUM-based fee, whether the client makes such a move directly impacts his or her fee, Mr. Kuebler said. But ...

An advance payment retainer is a sum provided by the client to cover payment of legal fees expected to be earned during the course of a client representation; to the extent the legal fees advanced are ...

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

Retainer agreements are often used by attorneys to establish a formal relationship with clients. However, retainers can be used in almost any industry and are particularly useful to consultants and ...