Advisory Agreement Please read the following agreement and acknowledge your understanding and acceptance of terms and conditions. Customer agrees to pay a one-time fee of $89.00 for an Asset Allocation Plan. 401K Alliance agrees to deliver Asset Allocation Plan to customer within 5 business days. 401K Alliance is a financial services company specializing in asset allocation for retirement plans. 401K Alliance is a Registered Investment Adviser and the information provided through our reports is intended to provide individuals with a systematic and disciplined method of managing their 401k assets. In consideration of a fee paid for our service, 401K Alliance agrees to provide the customer with an asset allocation plan. This plan is developed based on information provided by customer through a risk tolerance questionnaire, personal information, and information on the available investments in the customers' 401k plan. The customer must provide the information on investment choices in their 401k plan when their order is placed. If a customer should cancel their order before the final report is delivered, 401K Alliance will refund purchase price less a $15.00 processing fee. 401K Alliance cannot implement the suggested allocation plan for a client’s 401K plan. Clients must reallocate their plans through their company’s 401k administrator. 401k Alliance develops assets allocation plans with a disciplined process utilizing investment software and in consideration of client financial objectives and their individual company 401k plan. While 401K Alliance strongly believes that this methodology produces a plan that is suitable for our clients based on their financial objectives, risk tolerance, and time remaining till retirement, there can be no assurance or guarantees that a clients investment objectives or retirement goals will be met by following the recommendations provided. By clicking on the button below, you agree to the terms and conditions noted above.
I agree to the terms of the Advisory Agreement
