Proposed Advisory Fee (%)

Underlying management fees, mutual fund fees, other miscellaneous fees, etc. for proposed portfolio allocation (%).

Total Fees (Auto Calculated)

Document Uploads

Please upload the following requested documents as applicable. Please note, the file size limit is 25MB. The larger your file, the longer it can take to upload. Please be patient after uploading files to ensure upload success. If you need time to retrieve the requested documents you can save your progress at the bottom of the form and return to it at a later time. The website links must also be accompanied by an uploaded document.

Please attach a detailed description of your investment and allocation process, including your fund or stock screening process, sell discipline, and procedure for ongoing monitoring of the portfolio (required). Please also provide a website link (if available on your website).	Link to Investment/Allocation Process Link to view investment/allocation process (if applicable)

Do you have a composite of past performance for recommended model or asset allocation?

Please provide a composite of past performance for recommended model or asset allocation (required if available). Please also provide a website link (if available on your website).

Link to view composite of past performance (if applicable)

Please attach the recommended asset allocation of this portfolio, per IPS guidelines (required). Please also provide a website link (if available on your website).

Link to recommended asset allocation (if applicable)

Do you have an ADV to provide?

Attach ADV (required if available). Please also provide a website link (if available).

Link to ADV (if applicable)

First Name	Last Name
Email Address	Phone Number
Professional Designations Hold SHIFT to select more than one at a time	Is this a Primary Contact? Yes
If you chose other please specify here

First Name	Last Name
Email Address	Phone Number
Professional Designations Hold SHIFT to select more than one at a time	Is this a Primary Contact? Yes
If you chose other please specify here

First Name	Last Name
Email Address	Phone Number
Professional Designations Hold SHIFT to select more than one at a time If you chose other please specify here	Are these contact details for your Administrator? Yes, this is our administrator

Firm Name	Group Name (if applicable)
Address	Office Phone
City	State
Postal Code

Attach Bios for Primary Contacts (required). Please also provide a website link (if available on website).	Link to website containing bio (if applicable).
Upload multiple files using the "Add another response" link.

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