How Do I Check The Initial Adviser Fee, Ongoing Adviser Fee And Investment Management Fee?

1. Search for a specific client using the Quick Search at the top of the dashboard or use Full search.

2. Navigate to the vertical menu. Click Adviser fees under Account.

3. On the horizontal menu, click Fee structure. Here you will be able to check the fees corresponding to the different type of portfolios. This includes the initial adviser fee, ongoing adviser fee and investment management fee.