What this template handles for financial advisors in Cincinnati
- Late fees: Up to 1.5% per month under Ohio Rev. Code §1343.01.
- Written contract block: Required for jobs over $25,000 — included as an optional section.
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
Cincinnati
State
OH
Net terms
30 days
Deposit
0%