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PerfCalc Story in an Instant.jpg: Individual Portfolio Performance Report

Fees 'Type' data entry options:

• Advisor Fees Taken.
  • Advisor fees that were paid from the account.
• Advisor Fees Paid.
  • Advisor fees that were paid directly from the client to the advisor.
  • If client deposits a check for fees into the account use 'Type' 'Investor Contribution' when deposited and use 'Type' 'Advisor Fees Paid' when paid.

Fee report footnotes:

• Gross of Fees.
  • Fees not included in performance calculation.
• Net of Fees.
  • Fees included in performance calculation.