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Customer Summary.pdf

CAC-Client-Relationship-Summary-2023.03.31-v1.4.pdf
Preview of Customer Summary
🔗 Source: summerlingroup.com
📊 Size: 279 KB
👤 Author: Dana Porrello ([email protected])
⬇️ Downloads: 137

Summary

Certified Advisory Corp offers investment services, including retirement, income tax, and cash flow consulting, investments, risk management, and lump-sum distributions. They charge a fee for investment management services, up to 1.5%, and an hourly or fixed fee for financial consulting services. The firm has conflicts of interest, including incentives to recommend rollovers and securities transactions that generate commissions. They are required to act in the best interest of their clients and disclose these conflicts. Clients can find additional information in the firm's Form ADV Part 2A, investor.gov/CRS, Management Agreement, and/or Financial Consulting Agreement.

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Description

Certified Advisory Corp offers investment services, including retirement, income tax, and cash flow consulting, investments, risk management, and lump-sum...

Technical Information

  • File Format: PDF
  • File Size: 279 KB
  • Pages: 2
  • Language: EN
  • Author: Dana Porrello ([email protected])
  • Total Downloads: 137
  • Last Updated: 4 weeks ago

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This PDF document about Customer Summary provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Customer Summary.

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