Compass services will renew annually ($95 per year) until canceled by the client. Fees for the first year of Compass services are considered earned upon delivery of the written financial plan.
Clients will enter payment information through AdvicePay. AdvicePay is a payment solution designed specifically for the finance industry.
AdvicePay processes payments through the following:
Credit Card (MasterCard, Visa, American Express, Discover)
Within Advice Pay's system, clients approve charges and receive payment confirmation after each transaction. Clients can log in to their AdvicePay Client Portal to view payment history or update credit card or bank account information. Aesop Advisor cannot view any client bank account or credit card information in AdvicePay or withdraw client funds without client approval.
Click here to learn more about AdvicePay.