Fee Schedule & Contract Update Request
Use this form to request updates to your fee schedules and contract language and we use for your firm. All changes, new or updated, require Billing and Compliance review before they're implemented and take up to 10 business days for implementation, so please don't discuss a specific fee or effective date with a client until you've received confirmation back from us.
Your Email Address
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What update would you like to make?
I'm raising my fees!
I'm introducing a new fee schedule I'd like to use going forward
I've received new credentials and plan on offering tax preparation as an included service
I have a non-standard request
Updating existing fee schedule / raising fees
Please enter the name of the existing fee schedule you'd like to change fees for. All of your existing fee schedules on file with us are in your Box folder named "Fee Schedules".
Please let us know how you'd like to update your fee schedule. (ex. 20% increase at each level, change breakpoint from 1M to 2M, etc.)
Add a new fee schedule
Is the fee schedule blended/tiered, cliff/linear, or flat?
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Blended (Tiered)
Cliff (Linear)
Flat
Please enter your AUM fee schedule below. Click "+ Add Row" to add additional tiers.
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Please enter your fee schedule below. Click "+ Add Row" to add additional tiers. If you plan on offering just one flat fee for all asset levels, just enter "all asset levels" as the asset range and the fee in dollars.
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Is there a minimum?
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No
Yes, the minimum is entered below
Is this fee schedule replacing an existing fee schedule we have on file as one of your options?
No, this is a new schedule
Yes, I'll enter the name of the fee schedule it's replacing
Does this represent a discount?
No
Yes
Do you plan on offering this discount to more than one client going forward
Yes, this will be a default discount option
No, I'd like this to be custom for the relationship I have with this client
Please give us more detail on what you're trying to accomplish with your new fee schedule. (i.e. Is this a new standard offering for a specific client group? Are you making a change to fees across the board?)
Tax preparation
What qualifies you to provide tax preparation?
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Credential (CPA, EA)
Partner with a firm to provide service
Other (pending XYPN Sapphire approval)
How is tax preparation handled?
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Included for all ongoing clients (with or without AUM)
Billed as separate service without markup
Non-standard request
Please provide as much detail as you can about your request. Note that non-standard requests are subject to approval and implementation feasibility. We'll be in touch with more questions or information within the next 10 business days.
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