In progress
Algoli Advisors LLC is in registration. Form CRS will be filed and linked here once registration is complete. For a working draft, email hello@algoliadvisors.com.
What You'll Find in Form CRS
Form CRS is a two-page summary that the SEC requires every RIA to give prospective retail clients. It answers four questions in plain English:
- →What investment services and advice can you provide me?
- →What fees will I pay?
- →What are your legal obligations to me? How else does your firm make money? Do you or your financial professionals have legal or disciplinary history?
- →How do I get more information?
Our answers are short: flat-fee retirement income planning, no AUM, no commissions, fiduciary obligation in writing, and our affiliation with Algoli LLC dba GetSure (insurance agency) is fully disclosed.
Contact
Questions about Form CRS: hello@algoliadvisors.com.