By checking the box I agree to sign up for the Dentist Money™ Membership with Aquire Wealth Advisors, LLC d/b/a Dentist Advisors, which includes the following:
a. Elements® app
b. On-demand training for AGD-approved CE credit
c. Approved provider directory
d. Benchmark surveys
e. Member-only virtual “huddles”
These materials and services are provided for informational purposes only and all content is information of a general nature and does not address the circumstances of any particular individual or entity. I understand that I have the sole responsibility of evaluating the merits and risks associated with the use of any information before making any decisions based on such information, and that in providing these materials and services to me, Dentist Advisors is not providing legal, tax, investment or other advice.
Dentist MoneyTM Membership also includes optional access to:
f. Investment management using Dentist Advisors’ investment models through Betterment’s robo-advisor platform with an annual AUM fee of 0.50% and no minimum asset requirement. I understand that, if/when I opt into investment management, I will be required to sign a separate agreement.
g. Financial coaching sessions ($595 per 1-hour session). I understand that, if/when I opt into financial coaching, I will be required to sign a separate agreement.
By providing this Email Account, you and each joint or co-owner (all, the “Client”) consent to receive electronically from Dentist Advisors (“Advisor”) the Electronic Communications, subject to the TERMS AND CONDITIONS OF CONSENT TO ELECTRONIC DELIVERY here.
By checking the box, I agree that if/when I sign up for financial coaching, from Aquire Wealth Advisors, LLC d/b/a Dentist Advisors (hereinafter, “Dentist Advisors”), financial coaching services will be provided on the following terms and conditions:
Client will meet with a licensed investment adviser representative provided by and through Dentist Advisors for one or more financial coaching sessions. For each coaching session, Client shall pay Dentist Advisors $595. This Agreement covers all coaching sessions that may occur at any time under the Term of this Agreement. The original Term of this Agreement is one year, but it shall automatically renew for successive one-year Terms unless terminated by either party. This Agreement may not be assigned without consent of the Client, which may be provided by the Client’s failure to object to written notice of a proposed assignment.
Fees for financial coaching are payable to Dentist Advisors in advance of the provided services. Dentist Advisors has no duty to provide financial coaching service until payment for each session is received in full. Dentist Advisors does not require or solicit prepayment of more than $1,200 in fees per client, six months or more in advance. Neither Dentist Advisors nor any related party receives sales-related compensation under this Agreement.
Client recognizes that the value and usefulness of the services of Dentist Advisors will depend upon the accuracy and completeness of the information that Client provides and upon the active participation by the Client in the relationship with Dentist Advisors. The Client agrees to provide complete and accurate information and documents that Dentist Advisors requests, in Dentist Advisors’ sole judgment, in order to provide the services hereunder.
Dentist Advisors will use its best judgment and good faith efforts in rendering services to Client. Although Dentist Advisors will consider tax implications in making recommendations, Dentist Advisors’ recommendations to Client shall not constitute legal or tax advice, analysis, or opinion.
Client has retained, and will exercise, final decision-making authority and responsibility for the implementation of any recommendation or advice rendered to Client by Dentist Advisors. Client is not required to implement any of the recommendations or otherwise conduct business through Dentist Advisors. Dentist Advisors shall not be responsible for implementing, monitoring, or updating any recommendations made under this Agreement unless a separate agreement is entered into for that purpose.
I have received, read, and understands this Agreement, Dentist Advisors’ Firm Brochure (ADV Part 2A), Brochure Supplement(s) (ADV Part 2B), Relationship Summary (ADV Part 3), and Privacy Notice; have duly authorized the execution by any agent or representative; and I agree to perform, the obligations of Client under this Agreement.