Disclosures

Solicitor Compensation: 

For its services, IFW receives from a Solicitor either: A. 50% of the net investment advisory fees received by Advisor from any Solicited Client’s managed account(s) on a quarterly or other periodic basis, reflected as a percentage of assets under management, for for the duration of the account.  In the event that Advisor transfers ownership or sells any Solicited Client account to a 3rd party for compensation, Advisor shall pay Solicitor a 3X multiple of any recurring fees if the sales agreement to the new advisor does not have an assignment clause; OR B.  A one-time introductory meeting fee of $250 for any Solicited Client with investable assets of under $500,000; $500 for any Solicited Client with investable assets between $500,000 – $1.25 million; or $750 for any Solicited Client with investable assets over $1.25 million.  Due to such compensation, IFW has an incentive to recommend an Adviser in its network, resulting in a material conflict of interest.  All fees are paid to IFW from a Solicitor’s own resources; clients do not pay a higher advisory fee as a result of using IFW’s services.