Setting Individual Management Fees

If you do not want to use the default fee setting for a client, do the following:

1. From the menu bar at the top of the Morningstar Office window, select Tools...Settings...Setting Assignments. The Settings Assignments page opens.
   
   
   

2. On the Client Settings Assignment page, scroll until you can see the Management Fee Setting column.

3. Click in the Management Fee Setting column to select the management fee you want to use.
   
   
   

4. At the top of the window, click Save.