> For the complete documentation index, see [llms.txt](https://advisorguide.charityvest.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/assess-advisory-fees.md).

# Assess advisory fees

<figure><img src="/files/4jC6abDXGFct5J8S9It1" alt=""><figcaption></figcaption></figure>

With [Invested ](/getting-started/how-client-fees-work.md#when-to-consider-an-invested-account)accounts, you have the option to assess an [advisory fee](/getting-started/how-client-fees-work.md#what-is-the-advisory-fee) on DAF balances for each of your clients.

Your advisory fee is automatically deducted from a client's DAF balance on a monthly basis and distributed to your firm. This is possible, as per IRS regulation of donor-advised funds, an advisory fee may be assessed on the DAF as due compensation for guiding the investment strategy of the assets within the DAF.&#x20;

For all Invested DAF accounts, the advisory fee is set by your firm. If you wish, you can waive this advisory fee for individual clients on a case-by-case basis.

To assess or waive the advisory fee on a client DAF:

* Log in to your advisor account Dashboard.
* Click on your client's name to expand their profile.
* Click the Fees tab. You will see full details on the fee structure of the selected client.
* Toggle the switch on/off for Bill advisory fee on this account to enable or disable your advisory fee.

{% hint style="info" %}
**Curious to learn more about your firm's custom DAF program?** Contact your firm's program manager for program-related matters or Charityvest (<support@charityvest.org>) for platform-related matters.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/assess-advisory-fees.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.