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STRATEGY SELECTION FORM Client Name(s): Account # (if known): Strategy Emerging Regionalizes Strategy Fee 0.75 % Advisor Fee % Total Fee the Emerging Regional Strategy: We select a diversified mix
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Wildermuth Asset Management Portfolios are investment accounts managed by Wildermuth Asset Management which include a variety of securities such as stocks, bonds, and mutual funds.
Investors who have Wildermuth Asset Management Portfolios are required to file them with the appropriate regulatory authorities.
Wildermuth Asset Management Portfolios can be filled out by providing details about the investments held, the performance of the portfolio, and any other relevant information requested by the regulatory authorities.
The purpose of Wildermuth Asset Management Portfolios is to track and report the performance of investments managed by Wildermuth Asset Management.
Information such as the types of investments held, the value of the investments, any income generated, and any transactions made within the portfolio must be reported on Wildermuth Asset Management Portfolios.
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