Detailed Disclosures
Important Disclosures Relating to Referrals to
Through
RothIRA.org

RothIRA.org (the "Program") is an advertising and referral service for investment professionals operated by RothIRA.org. When you provide your contact information through the Program website, RothIRA.org will introduce you to investment professionals that are in your geographic area, including in your case, an investment adviser ("Advisor") of . It is up to you to interview the Advisor and decide whether you want to hire them. If you decide to hire Advisor, you will enter into an agreement directly with that Advisor to provide you with investment advisory services.

Advisor has entered into an arrangement with RothIRA.org under which Advisor pays a flat fee to RothIRA.org to advertise their services through the Program and to receive client referrals in the form of an initial introduction to interested consumers who are located in Advisor's geographic region, using the following payment schedule:

Lead Pricing Schedule:

Self-Reported Portfolio Size of ProspectsPrice Paid by Advisor Per Lead
$250,000 - $500,000$175
$500,000 - $1 million$200
$1 million - $3 million$225
More Than $3 million$225

Advisors who participate in the RothIRA.org program pay fees that are limited to a budget amount the Advisor sets in advance. Once an Advisors budget has been exhausted, that Advisor will not be presented again until the next billing cycle starts. As a consequence, RothIRA.org has a financial incentive to present certain Advisors based on the amount of fees they have committed to participating in the program.

The fees paid by Advisor to RothIRA.org are paid irrespective of whether you become a client of Advisor, and are not passed along to you. You will not pay any increased fee to Advisor or as a result of the arrangement.

RothIRA.org is not affiliated with and neither RothIRA.org nor any of its representatives are authorized to provide investment advice on behalf of or to act for or bind . No investment advisory agreement with Advisor will become effective until accepted by Advisor and .