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ID Asset Advisory: Personalized Planning and Guided Implementation

ID Asset Advisory, is a fee-only Investment Adviser that provides a personalized financial plan or portfolio management under a written advisory agreement. The Adviser accepts no commissions, sales loads, 12b-1 or trailing fees, transaction-based compensation, or referral or solicitation fees from any person, including its affiliate ID Asset Group, Inc. (“IDAG”). The Adviser does not deduct fees from client accounts and does not have custody of client funds or securities. ID Asset Advisory is only compensated by you, the client--it is a fiduciary who only works for you.

The financial plan delivered is based on investment principles per the North American Securities Administrators Association™ NASAA and by understanding the client's:

personal investment goals and constraints
financial risks, including cybersecurity risks

Guidance will be provided to help execute the plan and apply relevant CyberSafe Wealth™ practices (the cybersecurity education program of ID Asset Group, Inc.). You decide what to implement, in accounts you control.

ID Asset Advisory Form ADV Part 2A Brochure

ID Asset Advisory Form ADV Part 2B (Brochure Supplement)

*ID Asset Advisory does not own or sell CyberSafe Wealth™ and provides advisory guidance only. ID Asset Advisory does not access your accounts, credentials, or devices. ID Asset Advisory is an affiliate of and separate business from ID Asset Group Inc. Because of this affiliation, conflict of interest is disclosed in ID Asset Advisory's Form ADV Part 2A (Items 10 and 14). ID Asset Advisory clients are never obligated to invest in any ID Asset Group-related opportunity.

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