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Form CRS: Client Relationship Summary Item 1. March 28, 2022IntroductionA. NinePointTwo Capital LLC is registered with the Securities and Exchange Commission as an investment advisor, and we provide
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The client relationship summary form is a document that provides information about a financial advisor's services, fees, and conflicts of interest.
Financial advisors and firms registered with the SEC are required to file the client relationship summary form.
The form must be filled out accurately and completely, providing all required information about the advisor's services, fees, and conflicts of interest.
The purpose of the form is to help clients make informed decisions about their financial advisors by providing clear and concise information about the advisor's services and fees.
The form must include information about the advisor's services, fees, conflicts of interest, disciplinary history, and any additional information that may be important for clients to know.
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