Fee Billing

by JoelLewis

Fee Billing is a DevOps skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Fee Billing

Copy Fee Billing into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/fee-billing ~/.claude/skills/fee-billing

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/advisory-practice/skills/fee-billing/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/fee-billing
Collection: One of 25 skills cataloged from this repository
Category: DevOps — 1044 skills

What Fee Billing does

Fee Billing builds and manages advisory fee billing operations from schedule design through calculation, collection, revenue recognition, and disclosure. Use it for AUM billing, breakpoint schedules, household aggregation, refunds, and billing exceptions.

Fee Billing is cataloged under DevOps on DirSkills. Fee Billing comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Fee Billing

Core Concepts

1. Fee Schedule Structures

Advisory firms employ a range of fee structures, often combining several within a single practice.

Flat Fee (Fixed Dollar). A predetermined dollar amount charged per period regardless of account size. Common for financial planning engagements or retainer-based advice. Straightforward to bill but disconnected from asset growth.

AUM-Based (Percentage of Assets). The most prevalent model for registered investment advisers. A single percentage (e.g., 1.00%) is applied to the market value of managed assets. Simple to communicate but can become expensive for large portfolios and cheap for small ones.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Fee Billing

What else does JoelLewis publish alongside Fee Billing?
Fee Billing is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Fee Billing does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Fee Billing compare to other DevOps skills?
Fee Billing ranks #946 by stars among the 1044 DevOps skills in this catalog. The most-starred ones next to it are Backend Patterns, API Connector Builder and Migration. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Fee Billing against them. Open each page to compare what they document and how they install.