PaladinRegistry.com (the "Program") is an advertising and referral service for investment professionals operated by PaladinRegistry.com. When you provide your contact information through the Program website, PaladinRegistry.com will introduce you to investment professionals that are in your geographic area, including in your case, an investment adviser ("Advisor") of Altfest Personal Wealth Management. It is up to you to interview the Advisor and decide whether you want to hire them. If you decide to hire Advisor, you will enter into an agreement directly with that Advisor to provide you with investment advisory services.
Advisor has entered into an arrangement with PaladinRegistry.com under which Advisor pays a flat fee to PaladinRegistry.com to advertise their services through the Program and to receive client referrals in the form of an initial introduction to interested consumers who are located in Advisor's geographic region, using the following payment schedule:
Lead Pricing Schedule:
| Self-Reported Portfolio Size of Prospects | Price Paid by Advisor Per Lead |
| $1 million - $3 million | $225 |
| More Than $3 million | $300 |
Advisors who participate in the PaladinRegistry.com program pay fees that are limited to a budget amount the Advisor sets in advance. Once an Advisors budget has been exhausted, that Advisor will not be presented again until the next billing cycle starts. As a consequence, PaladinRegistry.com has a financial incentive to present certain Advisors based on the amount of fees they have committed to participating in the program.
The fees paid by Advisor to PaladinRegistry.com are paid irrespective of whether you become a client of Advisor, and are not passed along to you. You will not pay any increased fee to Advisor or Altfest Personal Wealth Management as a result of the arrangement.
PaladinRegistry.com is not affiliated with Altfest Personal Wealth Management and neither PaladinRegistry.com nor any of its representatives are authorized to provide investment advice on behalf of Altfest Personal Wealth Management or to act for or bind Altfest Personal Wealth Management. No investment advisory agreement with Advisor will become effective until accepted by Advisor and Altfest Personal Wealth Management.
