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This document provides a summary of the services offered by WE ALLIANCE WEALTH ADVISORS, INC., an investment adviser registered with the SEC. It details the types of advisory accounts available, how fees are structured, and outlines potential conflicts of interest, as well as legal obligations incumbent upon the investment adviser. The document aims to enhance client understanding of the relationship and fees involved in advisory services.
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What is form adv part 3?
Form ADV Part 3, also known as the 'Client Relationship Summary,' is a document that investment advisers are required to provide to their clients, summarizing the services they offer, fees, and any conflicts of interest.
Who is required to file form adv part 3?
Investment advisers registered with the Securities and Exchange Commission (SEC) or with state regulators must file Form ADV Part 3.
How to fill out form adv part 3?
Form ADV Part 3 can be filled out by following the instructions provided by the SEC, which include answering specific questions about the advisory services offered, the fees charged, and any potential conflicts of interest.
What is the purpose of form adv part 3?
The purpose of Form ADV Part 3 is to provide clients with important information about the advisory services offered, enabling them to make informed decisions when selecting an investment adviser.
What information must be reported on form adv part 3?
Form ADV Part 3 must report information about the services provided, fees and costs, conflicts of interest, and the disciplinary history of the adviser and its personnel.
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