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You will receive an email from Precise FP containing the Asset Management Agreement (AMA). Signing this agreement is not mandatory to work with us. However, before engaging with a potential client, you must receive Form ADV, which is included in the AMA. This serves as a brochure for our firm. Part one includes disclosures about key information, such as business practices, fees, and any past disciplinary actions. Part two offers a narrative about our firm, detailing our services, investment approach, and any potential conflicts of interest. If you're married, both spouses must log into their own emails to sign the agreement separately.
