Can I exclude cash from my billing? Connor Cavigli March 03, 2020 23:35 Updated Follow No, all assets including cash are used in calculating client bills. Related articles What are the different billing styles available? Are TD or DFA trade fees included in the XYIS fee? What are the trade fees at TD? What am I responsible for as an advisor or firm with respect to billing? Historical Performance of Sample Index Comments 0 comments Please sign in to leave a comment.
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