What this template handles for financial advisors in Dover
- Late fees: Up to 1.5% per month under Del. Code tit. 6, §2301.
Financial Advisor invoice line items
- Plan preparation flat fee — flat
- Hourly advisory — hour, default $295
- AUM fee — annual % — pct, default $1
- Tax-prep coordination — flat
Metro
Dover
State
DE
Net terms
30 days
Deposit
0%