Financial Advisor Invoice Generator for Latvia
Create professional financial advisor invoices for clients in Latvia. This free invoice generator combines financial advisor-specific billing practices with Latvia's tax requirements (21% PVN) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Latvia Tax Information
PVN (VAT) is 21% standard, 12% for gas/heat, 5% reduced. Registration above €40,000. Source: State Revenue Service Latvia.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Latvia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Latvia
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 Latvia?
Latvia has 21% PVN. PVN (VAT) is 21% standard, 12% for gas/heat, 5% reduced. Registration above €40,000. Source: State Revenue Service Latvia.
What payment methods are common for financial advisors in Latvia?
Common payment methods in Latvia include: Bank Transfer, Credit Card, PayPal, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Latvia?
Your invoice should include: Registration number, PVN number if registered, Client details, 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 PVN rates apply in Latvia?
Latvia has 21% standard VAT, 12% for gas and heating, 5% for medical products and books. Zero-rated exports.