AdvicePay Fee-Based Planning Blog

How often should I bill my clients?

October 08, 2018 By: Lucy Robeson, CFP®

At AdvicePay, we are asked this question often, and it’s an important one to consider. Charging a fee “too frequently” can make clients feel nickel-and-dimed, and may stress the relationship if the client feels they’re being charged more often than...

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Topics: Practice Management