AI Blocks › Handle money and investing
Adviser fee tier checker
Check a two-tier marginal success fee and the retainer credited against it.
Adviser fee tier checker is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
Gross success fee, retainer credit and remaining fee invoice. Investment banking fees. Illustrative figures only. 2% of first100 plus1% of next50 is2.5;0.5 retainer leaves2. Value200 gives3 gross and2.5 due.
You give it
- Signed engagement, contractual transaction-value definition, marginal breakpoint, two rates, minimum success fee and eligible retainer credit.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- Gross success fee, retainer credit and remaining fee invoice.
- An illustrative editable workbook, input schema, executable calculation reference and golden test cases.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need gross success fee, retainer credit and remaining fee invoice.
- You work on investment banking fees and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.