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Advisory

Our Advisory service is full service investment advisory. We provide
a tailored investment allocation suitable for your personal risk
tolerance, full access to all of our investment tools and performance
information, a registered investment adviser representative will
contact you and guide you through every step of the way and be
available for ongoing consultations about your investments. This
service is best suited for individuals looking for
ongoing investment advice and portfolio management. Advisory
services starts at 2% per year. See our Form ADV II for a full fee schedule.

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