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Advisory fee billing: calculation and controls v1.0.0

Use this resource to design and control the fee billing of an investment firm

New

  • 410 downloads
  • 201 likes
  • 196 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install advisory-fee-billing

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent designs fee schedules (flat fee, percentage of assets, breakpoints), sets the billing cycle and calculation, then covers exceptions, revenue recognition and Form ADV disclosures. It relies on worked examples. You get a billing method you can verify.

Mostly picked by

Updated November 2, 2026

Card for the “Advisory fee billing: calculation and controls” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: fee schedules, asset valuation basis and billing cycles
  • references/: calculation examples and exception handling

Good fit for

  • You are moving from a billing spreadsheet to an automated system
  • A client disputes fees charged for a partial period

Not for

    Tags

    • fees
    • billing
    • assets under management
    • advisory

    About

    You say

    “Calculate a client's quarterly fee at 1% on £500,000, billed in arrears.”

    Card for the “Advisory fee billing: calculation and controls” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design and control the fee billing of an investment firm
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md9.3 KB
    • SKILL.md26.6 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/fee-billing
    Licence
    MIT

    Notice

    « fee-billing » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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