Financial Advisor Invoice Generator for Bolivia
Create professional financial advisor invoices for clients in Bolivia. This free invoice generator combines financial advisor-specific billing practices with Bolivia's tax requirements (13% IVA + 3% IT) and preferred payment methods like Bank Transfer and Banco Mercantil.
Free, no registration required. Your data stays in your browser.
Bolivia Tax Information
IVA is 13%. IT (Transaction Tax) 3% additional. NIT required for all businesses.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Bolivia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Bolivia
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Bolivia?
Bolivia has 13% IVA + 3% IT. IVA is 13%. IT (Transaction Tax) 3% additional. NIT required for all businesses.
What payment methods are common for financial advisors in Bolivia?
Common payment methods in Bolivia include: Bank Transfer, Banco Mercantil, BCP, Credit Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Bolivia?
Your invoice should include: NIT number, SIN registration, Client NIT, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What taxes apply in Bolivia?
Bolivia has 13% IVA plus 3% IT (Impuesto a las Transacciones) on gross sales, making effective tax around 16%.