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Advisor Fee Cap Report

IB caps the amount of fees an advisor can charge a client, up to a maximum of 25% of the client’s average equity in a given year. The Advisor Fee Cap report displays the amount of available fee cap by client.

Access this report by clicking Reports > Supplemental > Fee Cap in Account Management.

Here is an example of an Advisor Fee Cap report:

For more information

• For additional information on how to generate the report, see the Advisor Fee Cap topic in the Reporting Guide.