Page 39 - Sample Financial Plan 4-1-2019 v2
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Sample Client Data as of January 1, 2019 7
Management Fees
Rollup of All Accounts
Quarterly Billing Activity Account Bill Period 15 Billable Value 16 Annual Pct Billed 17 Quarterly Fee Amount
Sample Client QXXXXXX Jan 1, 2019-Mar 31, 2019 $ 49,749.57 1.00 % $ 122.67
