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Should I Include Yearly Audit Expenses on my Fund Sheet for a US Domicile?

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Jun 11, 2023
I am seeking guidance regarding the inclusion of annual Audit expenses on my Fund Sheet for a US domicile. While recognizing the potential benefits of maintaining clean records and reducing stress, I would appreciate clarification on whether it is necessary and advisable to incorporate these expenses. Thank you!
1 answer
Accepted Answer
Jun 11, 2023
We do not recommend an audit for Delaware funds <$20m. Audits are expensive they will negatively effect your metrics as a result. 

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