Fee estimates

Fee estimates are the estimated annual fee and the estimated effective fee rate of a household, from its fee settings and current balances. The console shows them as Est. Annual Fee and Est. Effective Fee Rate on the Cash & Billing tab of a household.

The estimated effective fee rate is the household's rate on your firm's newest billing report with the status complete or finalized, when that billing report has one. To see the fees a billing report calculated, call Get a billing report.

📄️Get the fee estimates of a household

Returns the estimated annual fee and the estimated effective fee rate of the household with the given ID, from its fee settings and current balances. The rate is the household's rate on your firm's newest billing report with the status `complete` or `finalized`. When that billing report has no rate for the household, or a rate of `0`, the rate is the estimated annual fee divided by the household's balance. If your firm has no household with that ID, or the household has no accounts that are not archived and its fee structure is not a Flat Group Fee, the response is `404`.