![]() Still, freelance advisors usually use a standard invoice template that contain key fields to make sure their clients completely understand what they’re billing for and how. There are no legal requirements that mandate financial advisors to include specific information in their invoices. Include the formula if you’re taking a percentage of their investments or other assets.įor example, you charge 5 percent and the client’s fund is $100,000. If you are taking fees straight from your client’s investment account, you must change the heading from “invoice” to “statement.” Include a note in the payment terms reminding the client that you’ve both agreed to this method of payment and also that they don’t owe you any money as it’s already paid. Or print it off and send via regular mail.
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