Financial Advisor Invoice Generator for Colombia
Create professional financial advisor invoices for clients in Colombia. This free invoice generator combines financial advisor-specific billing practices with Colombia's tax requirements (19% IVA) and preferred payment methods like Transferencia and PSE.
Free, no registration required. Your data stays in your browser.
Colombia Tax Information
IVA is 19% standard, 5% reduced, 0% exports. Electronic invoicing mandatory.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Colombia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Colombia
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 Colombia?
Colombia has 19% IVA. IVA is 19% standard, 5% reduced, 0% exports. Electronic invoicing mandatory.
What payment methods are common for financial advisors in Colombia?
Common payment methods in Colombia include: Transferencia, PSE, Nequi, Daviplata, Efectivo. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Colombia?
Your invoice should include: NIT number, Business address, Client NIT, IVA breakdown. 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 IVA rates apply?
19% standard, 5% for some goods, 0% for exports and exempt items.