Home Investment Advisory Disclosure

Investment Advisory Disclosure

Ellevest

Daily Cheddar (“Solicitor”) serves as a solicitor for Ellevest, Inc. (“Ellevest”). Solicitor will receive compensation for referring you to Ellevest. Compensation to the Solicitor will include $3.00 for each email registration or installation. Solicitor will also receive additional compensation based on the initial deposit amounts of users referred by the Solicitor.

For initial deposit amounts under $5,000, Solicitor will receive $75.00. For initial deposit amounts between $5,000 and $10,000, Solicitor will receive $100.00. For initial deposit amounts between $10,001 and $25,000, Solicitor will receive $125.00. For initial deposit amounts between $25,001 and $50,000, Solicitor will receive $150.00. For initial deposit amounts between $50,001 and $100,000, Solicitor will receive $250.00. For initial deposit amounts between $100,001 and $250,000, Solicitor will receive $500.00. For initial deposit amounts over $250,000, Solicitor will receive $1,000.00.

You will not be charged any fee or incur any additional costs for being referred to Ellevest by the Solicitor. The Solicitor may promote and/or may advertise Ellevest’s investment adviser services. Ellevest and the Solicitor are not under common ownership or otherwise related entities.

Stash

Daily Cheddar (“Solicitor”) serves as a solicitor for Stash Investments LLC (“Stash”). Solicitor will receive compensation for referring you to Stash. Compensation to the Solicitor will include $10.00 for each time a user referred by Solicitor links a bank account with Stash. You will not be charged any fee or incur any additional costs for being referred to Stash by the Solicitor. The Solicitor may promote and/or may advertise Stash’s investment adviser services. Stash and the Solicitor are not under common ownership or otherwise related entities.