With established strategic alliances we are able to offer our clients a list of specialized products and services.
With established strategic alliances we are able to offer our clients a list of specialized products and services.
Thank you for choosing, Batista Management Group, LLC [BMG,LLC] to assist you with your finances. This confirms the terms of our engagement and outlines the nature and extent of our Retirement and Investment Account Review Services we will provide. We are pleased to introduce this service to enhance your financial planning experience. We will design a strategy to seamlessly align with your goals and risk profile.
Scope of Services:
. Account Assessment:
The team will conduct a comprehensive review of your existing accounts, assessing their current status, performance, and alignment with your retirement objectives.
. Investment Portfolio Analysis:
We will analyze your investment portfolio to evaluate its composition, risk exposure, and overall performance, ensuring that it aligns with your financial goals and risk tolerance.
. Goal Alignment and Risk Profile Evaluation:
A thorough discussion will be conducted to understand your evolving financial goals and risk tolerance. This information will guide our recommendations for optimizing your retirement and investment accounts.
. Customized Allocation Strategies:
Based on the assessment and your individual financial profile, we will propose customized allocation strategies to enhance the efficiency and alignment of your retirement and investment portfolios.
Terms and Conditions:
. Engagement Duration:
The Retirement and Investment Account Review Services engagement will commence upon your request and conclude upon the completion of the review and delivery of our recommendations.
. Fee Structure:
The fee of 50 basis point from the aggregated account value will be collected at the start of the engagement. This fee may be collected (at the discretion of the representative) monthly, quarterly, etc. The amount will be collected on a subscription basis until the client wishes to engage our services. These fees cover the comprehensive assessment, analysis, and the formulation of customized allocation strategies. (ex/clarification an initial $10,000 USD account would generate $50.00 USD fee)
. Invoicing and Payment:
Invoices for the additional services will be generated upon your decision to proceed beyond the Retirement and Investment Account Review. Payment would be due to initiate additional services.
. Integration with Existing Engagement:
This agreement seamlessly integrates with any services beyond the scope of this service. The terms and conditions of the agreement remain applicable unless explicitly modified by an addendum.
Disclaimer: Investments in financial markets involve risk, and past performance is not indicative of future results. The suggested and implemented investments may lose value, are not FDIC insured, and carry no guarantees of specific returns. BMG, LLC assumes fiduciary responsibility with every decision suggested and/or taken, complies with relevant regulations and licensing requirements but makes no representation or promise of any guaranteed outcome. BMG, LLC is neither a Registered Investment Advisor (RIA) nor an Investment Advisor Representative (IAR). While we are committed to providing valuable financial insights and recommendations, we do not operate as a registered entity in these capacities.