If you are curious about your AUM fee structure: please review your IMA that has been applied to the customer in question. If you feel it is time to reevaluate your relationship then communicate this with your client and generate an updated IMA!
Spirefees.com
Is an overview of what you charge your clients, if you have been locked out of this or simply forgot your password please send an email to spirefinance@spireip.com
They will get in touch with you on how to get back on this platform.
Sincerely, the Finance Team
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