Financial Planning: Fee Invoice & Transmittal Sheet

Today's Date

Date

Contract Date

Date

Advisor Name

Client Name(s)

Client Address (No PO Box)

Street / City / State / Zip Code

City

State

Zip

Fee Type

Fee Amount ($)

Fee Payment Method

CheckAdvice Pay

Fee Type

Billed

MonthlyQuarterlyAnnuallyOther

New Account - One Time Only Fee

Annual Review and Update

Recurring Fee

Single Project Engagement

Other

Billed

AnnuallyQuarterlyMonthlyOther

Please make checks payable to:

Vicus Capital

476 Rolling Ridge Drive, Suite 315

State College, PA 16801

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