Effective Date: November 2, 2018
WealthVisors LLC (hereafter “WealthVisors” or “WV”) is a Registered Investment Advisor (“RIA Firm”) located in Virginia Beach, Virginia. WealthVisors may only conduct business in the states in which it is registered or qualifies for an exemption or exclusion from RIA registration requirements.
Please note: WealthVisors does not accept trading or money transfer directions via email. As a Registered Investment Advisor, WV emails are subject to inspection by the WealthVisors, Chief Compliance Officer and the various securities regulators.
If you have received an email from WealthVisors in error, please contact the sender and destroy the email and its contents. If you have any questions about our email policies, we welcome you to Contact Us.
Fee and Account Disclosures:
Advisory fees are calculated based upon the aggregate amount of assets managed by WealthVisors LLC (as detailed further in WealthVisors’ Form ADV Part 2: Firm Brochure). Investment recommendations and advisory fees may vary for each Client.
WealthVisors does not make any representations concerning the execution quality of orders placed with our clients’ affecting broker-dealer. However, WealthVisors does observe the execution status of securities transactions to ensure our clients receive the most favorable trade execution according to regulatory requirements.
Description of “Free.” Some exchange-traded fund (ETF) securities offered through WealthVisors, may be freed of commissions; however, management and other fees may be incurred for investment products administered by outside companies, which are unaffiliated entities of WealthVisors.
The WealthVisors website is limited to the delivery of generic information about its advisory services, and our services are not described in their entirety. You should contact WealthVisors directly if you are interested in knowing about or using our investment advisory products and services.
Our website is intended to provide general information only, collectively with access to supplementary investment-related information, publications, and links. Therefore, the publicity of WealthVisors’ presence on the Internet should not be defined by any prospective client or consumer as the facilitation of personalized investment advice for compensation, over the Internet. Nothing on this site should be interpreted as a solicitation, offer, or recommendation to buy or sell securities. Investment advisory services are only available to investors who become advisory clients of WealthVisors LLC according to a written Investment Advisory Client Agreement, which investors are advised to read and carefully analyze in deciding whether such agreement is suitable for their circumstances and experiences.
Any succeeding, direct communication by WealthVisors with a prospective client shall be administered by a representative that is either registered or qualifies for an exclusion or exemption from registration in the state where the potential client resides. For details on the registration status of WealthVisors, please contact the state securities regulators for those states in which WV maintains a registration status. A copy of WealthVisors’ current written disclosure statement discussing WealthVisors’ business operations, services and fees are available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov – or from WealthVisors upon written request.
This website and the contents herein are for informational purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any investment strategy.
Information presented is deemed to be factual and up-to-date, but we do not guarantee its correctness, and it should not be perceived as a complete exposition of the subjects addressed. All declarations of opinion reflect the view of the authors as of the date of formation and are subject to change.
Past performance is no guarantee of future results. No person should invest who is not, either solely or with their advisors, capable of evaluating the benefits and risks of proposed investments. There is no representation made that WealthVisors will or is suspected to realize its investment objectives or that any investor will or is likely to achieve results comparable to those shown or make any profit at all. Investors should understand that every investment involves risk and substantial losses could occur.
Security Selection Disclosures:
The securities utilized in client accounts primarily consist of individual equities, derivatives, mutual funds, bonds, and ETFs, which commonly are registered investment companies under the Investment Company Act of 1940. Although WealthVisors maintains its selection process on securities with strong liquidity, low expenses, and minimal tracking errors, WVs’ selection process does not guarantee the quality of a particular security or that it will 1) be profitable, 2) adequately follow any comparable index, 3) trade in a liquid manner, or 4) trade at or above its publicly-posted net asset value.
WealthVisors maintains the right to modify at any time the selection of securities that it recommends. WealthVisors, in its sole discretion, can stop the trading of any security that does not meet the requirements needed to fulfill our investment strategies. Clients should be aware that changes in the selection of investments exercised by WVs’ investment advisory services may subject them to additional tax liability due to the sale of their existing security holdings.
Clients should consult with their legal counsel concerning the tax ramifications of investing with WealthVisors; engaging in tax-loss harvesting investment strategies that may be implemented in our advisory services. Clients and their professional legal or tax advisors are responsible for how the security transactions administered in an account are reported to the IRS. WealthVisors assumes no responsibility for the tax consequences to any client of any transaction.
WealthVisors may utilize third-party websites that include blogs, social media websites and other interactive content; although believed to be reliable, it has not been independently verified, and its accuracy or completeness cannot be guaranteed. The information is of a generalized nature and should not be construed as investment advice. WealthVisors considers all interactions with clients, prospective clients and the general public on such sites to be advertisements under the securities regulations. As such, WealthVisors may retain a copy of information that WealthVisors or third-parties may contribute to such websites. This information is subject to review and inspection by the CCO of WealthVisors or the state and federal securities regulators.
WealthVisors does not make any representations or guarantees as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WealthVisors’ website or incorporated herein and thus takes no responsibility. Market data, articles and other content on this website are based on generally-available information and are accepted to be truthful. All such information is presented solely for informational purposes only, and all users should understand accordingly.
The information provided on third-party sites is for educational purposes only and is not, in any form, to be interpreted as financial advice nor a recommendation to buy or sell securities. Investment advice is only provided to persons after entering into a written advisory agreement; providing WealthVisors with all required background information for performing our fiduciary duties.