Financial Advisor Invoice Generator for Montenegro
Create professional financial advisor invoices for clients in Montenegro. This free invoice generator combines financial advisor-specific billing practices with Montenegro's tax requirements (21% PDV) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Montenegro Tax Information
PDV is 21% standard, 7% for tourism/food. Registration above €30,000. Source: Montenegro Tax Administration.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Montenegro
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Montenegro
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 Montenegro?
Montenegro has 21% PDV. PDV is 21% standard, 7% for tourism/food. Registration above €30,000. Source: Montenegro Tax Administration.
What payment methods are common for financial advisors in Montenegro?
Common payment methods in Montenegro include: Bank Transfer, Credit Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Montenegro?
Your invoice should include: PIB number, Business name, Client PIB, 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 PDV rates apply?
Montenegro has 21% standard VAT and 7% reduced rate for tourism, food, and medicines. Exports zero-rated.