Financial Advisor Invoice Template for Portland, ME

Free financial advisor invoice template for Portland, ME: 5.5% ME sales tax, 1.5%/mo late-fee cap, 4 pre-filled line items.

Combined sales tax
5.5%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
Create your first invoice freeSee pricing

What this template handles for financial advisors in Portland

  • Late fees: Up to 1.5% per month under Me. Rev. Stat. tit. 9-B, §432.

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
Portland
State
ME
Net terms
30 days
Deposit
0%

Nearby metros

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