Management Fee Bills

1 reply [Last post]
vweb13's picture
Joined: 2011-07-28

We have not been sending out paper bills for quite some time.  We have custody solely to deduct management fees from our client accounts.  Under the new custody guidelines, are we now required to send them out?  Custodian lists fees on the statements, but not the calculation or any other information.

Helping Advisors Go Independent - Liberum Advisor Solutions's picture
Joined: 2011-08-04

Liberum Advisor Solutions can help you create a process for your billing management issue.  Contact me if you would like a customized solution.

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