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NuView IRA Processing Office 280 S. Ronald Reagan Blvd. Longwood, FL 32750 P: (407) 3050685 | F: (321) 9261156 E: Billing@NuviewTrust.comAdvisorBased Fee Schedule (effective January 1, 2022)1FEE SCHEDULE
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How to fill out advisor-based fee schedule
How to fill out advisor-based fee schedule
01
Gather all necessary information about the services being provided by the advisor.
02
Determine the structure of the fee schedule (flat fee, hourly rate, percentage of assets, etc).
03
Clearly outline the fee amounts for each service or type of advice provided by the advisor.
04
Specify any additional fees or charges that may apply for special circumstances or services.
05
Provide a breakdown of how the fees will be calculated and when they will be due.
06
Review and finalize the fee schedule with the advisor before implementing it.
Who needs advisor-based fee schedule?
01
Individuals seeking financial advice
02
Companies looking to provide financial planning services to their employees
03
Wealth management firms and financial advisors
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What is advisor-based fee schedule?
Advisor-based fee schedule refers to a fee structure in which an advisor charges a fee based on a percentage of assets under management.
Who is required to file advisor-based fee schedule?
Financial advisors and investment managers are required to file advisor-based fee schedule.
How to fill out advisor-based fee schedule?
To fill out advisor-based fee schedule, advisors must accurately report the fees charged to clients based on assets under management.
What is the purpose of advisor-based fee schedule?
The purpose of advisor-based fee schedule is to ensure transparency and accountability in fee structures for financial services.
What information must be reported on advisor-based fee schedule?
Information such as client name, account number, fee percentage, and total assets under management must be reported on advisor-based fee schedule.
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