• Client Agreement

    Financial Planning & Investment Management
  • THIS AGREEMENT between One Team Financial Group LLC ("Adviser") and the Client, is in effect from the time Adviser receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Adviser to provide financial planning services to the client and to provide advisory services for the Client’s investment account(s). Actual services provided may vary depending on a variety of factors, including the Client’s desires, needs, and engagements.

     

    This Agreement will be effective upon execution by both the Client and Adviser. Actual services provided may vary depending on a variety of factors, including the Client’s desires, needs, and engagements.

     

    Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until canceled.

  • The client agreement explains everything the firm engages in.  Not all services will apply to you.  You will sign and agree to the specific services that will apply to you. 

     

  • I consent to electronic delivery of required disclosure documents in the future. 

  • I confirm receipt of Form ADV, Part 2A, Privacy Policy, and CRS. (Download available below)

  •  (**DOWNLOAD BY OPENING FILES IN A NEW TAB)

    DOWNLOAD & REVIEW Form ADV, Part 2A HERE

    DOWNLOAD & REVIEW Privacy Policy HERE

  • If I decide to open investment accounts, I consent to the Investment Management Fee Schedule.

    If I do not open investment accounts, this will not apply to me. 

    The annual fees are negotiable, prorated, and paid in arrears on a monthly basis. The advisory fee is a tiered fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart and applying the fee to the account value as of the last day of the previous month. No increase in the annual fee, outside of the schedule stated above, shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement.


    Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check. Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period. An account may be terminated with written notice at least 30 calendar days in advance. Since fees are paid in arrears, no refund will be needed upon the termination of the account.

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