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FormulaFolio Investments, LLC Customer Relationship Summary (Form CRS) Item 1 Introduction FormulaFolio Investments, LLC is an SEC Registered Investment Advisor. Brokerage and investment advisory
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Form CRS Mock-Up Standalone Investment is a regulatory form that investment firms must file to provide clear and concise information about their services, fees, and conflicts of interest to clients.
Investment firms that offer advisory or brokerage services to clients are required to file Form CRS Mock-Up Standalone Investment.
To fill out Form CRS Mock-Up Standalone Investment, firms must provide detailed information about their services, fees, investment strategies, and any disciplinary history, ensuring clarity and compliance with regulatory standards.
The purpose of Form CRS Mock-Up Standalone Investment is to ensure that retail investors receive essential information that helps them understand the financial services being offered and make informed decisions.
Form CRS Mock-Up Standalone Investment must report information including the firm’s services, fees, conflicts of interest, disciplinary history, and how the firm is compensated.
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