by Krisan Marotta | Oct 9, 2012 | Billing, KBO
Setting up billing in PortfolioCenter requires several “policy” decisions. If you decide to deduct fees from your clients accounts, you need to decide whether to deduct the total fee for a client household from a single account OR deduct a percentage of...
by Krisan Marotta | Apr 26, 2012 | Billing, KBO
When billing a household group, you have two options for deducting your management fees. 1) Deduct the entire fee from one account in the group. For example, suppose Marvel Financial Planning client Carol Danvers has a taxable account, a variety of Roths, and an UGMA...
