Fee Calculations
I would like the ability to assess/calculate fees based on certain asset accounts rather than total assets, similar to how distributions can be calculated on bank/investment balances.
We have a fund that has a large land holding in addition to endowed investments that we'd like to exclude from the fee calculation.
1
vote
'Shawn Hedden'
shared this idea
Once a fee type has been created, there is an option in the left side menu to exclude an account.