Advisory Fees Report

AdvisorBOB provides significant value to its registered investment advisors through our ability to create custom compensation reports. A great example of a custom report we have completed is our Advisory Fees Report.

The Advisory Fees Report allows user to view their advisory fees for any pay cycle by account class, rep ID, vendor, or by firm. The users also have the ability to select how they would like to view their fees, either by the adjusted fee type or the net fee type. As with all of our reports, the Advisory Fees Report is exportable to

By account class for adjusted fee type
By rep ID for net fee type

Colton Pence
Colton Pence