Billing & Invoices
Manage fees, invoices, and payment history
12%
$45,750
Monthly Revenue
$38,250
Collected This Month
$12,500
Pending Fees
$7,500
Outstanding Balance
Fee Structure
Your current fee configuration
AUM Fee
Percentage of assets under management
Flat Fee
Monthly base fee per client
Minimum Fee
Minimum monthly charge
Performance Fee
On gains above benchmark
Client Billing Status
Payment status by client
WH
William Harrison
$5,312/mo
EC
Elizabeth Chen
$3,875/mo
RM
Robert Martinez
$3,187/mo
MT
Margaret Thompson
$3,000/mo
JW
James Wilson
$2,437/mo
Revenue Trend
Monthly revenue over time
Sep
Oct
Nov
Dec
Jan
Feb