Billing minimums

A billing minimum sets the annual minimum fee of each household assigned to it, as a flat dollar amount or a percent of assets under management. The console shows billing minimums on the Minimums tab of the Billing page. You assign a billing minimum to a household in the console.

valueType gives the unit of value: F for a flat dollar amount, in US dollars, and P for a percent of assets under management, from 0 to 100. Responses send value as a decimal string, such as "1500.0000". Send it in a request body as a JSON number, such as 1500.

📄️List billing minimums

Returns your firm's billing minimums in the order they were created.

📄️Create a billing minimum

Creates a billing minimum and returns it. To apply it to a household, assign the billing minimum to the household in the console.

📄️Get a billing minimum

Returns the billing minimum with the given ID. If your firm has no billing minimum with that ID, the response is `404`.

📄️Update a billing minimum

Replaces the name, the value and the value type of the billing minimum with the given ID with the ones in the request body. The households assigned the billing minimum keep it. If your firm has no billing minimum with that ID, the response is `404` and nothing changes.

📄️Delete a billing minimum

Deletes the billing minimum with the given ID. Each household assigned the billing minimum is left with none. Returns `200` with `deleted: true`. If your firm has no billing minimum with that ID, the response is `404`.