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You will receive an email from Precise FP containing the Asset Management Agreement (AMA), but signing it is not mandatory to work with us. Prior to engaging with a potential client, you must receive the Form ADV, which is included in the AMA. The AMA serves as a brochure, with Part One detailing disclosures about our company, including business practices, fees, and any past disciplinary actions. Part Two provides a narrative about our firm, outlining our services, investment approach, and potential conflicts of interest. If you are married, both spouses need to log into their own email accounts and sign the agreement separately.
