Disclosures | WealthFactor

Important Disclaimer and Disclosures

WealthFactor, LLC.  All rights reserved. We are located in Lake Oswego, Oregon. A copy of our Form ADV Part II is available upon request. No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses.

 

We may charge a minimum fee that may cause the total asset based fee to be higher than 0.35%.  The total asset based fees paid by our clients will never exceed 1.00%.

All information and material is provided for educational purposes only and contains the current opinions of the authors (as of the date appearing on this material), which may change without notice. This material includes information drawn from third-party sources believed reliable but not independently verified or guaranteed by WealthFactor. We do not represent that it is accurate or complete, and it should not be relied on as such.

This material does not constitute investment advice or contain investment recommendations, which would need to take into account a client’s particular investment objectives, financial circumstances and needs. Investments and strategies discussed herein may not be suitable for all readers, and you should consult with an investment, legal, tax, and/or accounting professional before acting upon any information or analysis contained herein.

This material does not constitute an offer to buy or sell any security or to participate in any investment strategy, and may contain statements based on forward-looking asset class return, risk, correlation, tax and other modeling assumptions. Forward-looking statements expressed herein are subject to many risks and uncertainties related to the underlying assumptions and modeling processes. Actual portfolio results may vary materially from hypothetical results expressed herein due to market, data, modeling and other risks. Past performance does not guarantee future results.

 

The information, ideas and context expressed herein are confidential, proprietary, expressly copyrighted and may not be sold, reproduced, republished or distributed in any way without WealthFactor’s prior written consent.

WealthFactor, LLC is a registered investment adviser in the State of Oregon. The adviser will appropriate registration when needed and not exempted from registration in order to provide individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation.

IMPORTANT DISCLOSURES

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525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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2020 BY WEALTHFACTOR a Registered Investment Advisor - All Rights Reserved