How do I configure the management fee?

You can set a default advisory fee template under "Setting/Management Fee" in your advisor dashboard.



For Annualized Percentage of Net Liquidation, enter a percentage or amount and then select the frequency with which the percentage fee is to be applied (daily, monthly, or quarterly). The fee is accrued on a daily basis. Daily, monthly, quarterly means the fees will actually be pulled from your client accounts to your master account on those schedules.



The default fee template will be used when you use your public links (the option to skip a questionnaire) to onboard clients. Your public links are in the upper right-hand corner, "Setting/Firm Info/URL Management."


When you use email invitations to onboard a client, you can bypass the default fee template and make a one-time configuration. See adding and inviting clients.