Goalsetter and Goalsetter Gold offers access to investment and banking accounts under a subscription plan. Each type of account is subject to different regulations and limitations. Fees for advisory services which will be detailed in your NonDiscretionary Investment Advisory Agreement (the "Agreement") begin on February 1, 2022 for investors that open accounts on or after January 31, 2022 and in accordance with your Agreement. Individuals that sign up on or before January 31, 2022 will receive investment advisory services for no investment advisory fee through December 1, 2022 and Goalsetter will bear any third-party fees related to the investment of their Goalsetter account during the life of the account. All clients will be subject to fees related to the savings and bank account and apply to all customers regardless of your sign up date. These fees can be found on the Deposit Account Agreement for additional details. Depending on the plan you select, there may be additional steps a user must take to cancel their account which may impact the amount of time it takes to fully close an account. You will incur ancillary fees charged by Goalsetter, Goalsetter Gold or DriveWealth, LLC that are not included in the fee.
Investment advisory services are offered for a fee by Goalsetter Advisors, LLC (d/b/a "Goalsetter Gold"), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. The value of your investment will fluctuate, and you may gain or lose money. All visuals are illustrative only. Goalsetter Gold is an affiliate of Students of Wealth, d/b/a Goalsetter.
Broker-dealer and custodial services are provided by DriveWealth, LLC, a FINRA registered brokerdealer.
Goalsetter and Goalsetter Gold and their respective logos, and other marks are registered trademarks and servicemarks of Students of Wealth LLC. Other third-party marks displayed are trademarks of their respective owners, and the use of such trademarks does not imply an association with those third-parties or an endorsement of any third-party goods or services.
This disclosure applies to all communications you will receive from Goalsetter Gold offered via our website or mobile application.
You indicate your consent by providing an email address and signing the non-discretionary investment advisory agreement or by clicking "I consent" indicating acceptance of the conditions and requirements relating to electronic communications.
By providing consent, you confirm that you have the ability to access Goalsetter Gold via our website or mobile application and the ability to open, view, save, retain, and print PDF documents.
You are opening a non-discretionary account with Goalsetter Advisors, LLC d/b/a Goalsetter Gold, an SECregistered investment adviser and affiliate of Students of Wealth d/b/a Goalsetter.
To view and print the documents listed below online, you'll need version of Adobe Reader. You will also need a printer with graphics capabilities.
Please read the Form ADV 2A and the Form ADV, Part 3 Client Relationship Summary (Form CRS) presented below to help you better understand the services, fees, costs, conflicts, and conduct standards that apply to your relationship with Goalsetter Gold.
If you are unable to download, view, and print the documents, or you do not consent to electronic delivery you can also request a free copy of these by emailing us at firstname.lastname@example.org.
You may incur third-party expenses to use Goalsetter Gold, including expenses from your internet service provider when you access information online. An internet service provider may occasionally experience system failure, and hyperlinks may fail to function properly.
This election and consent apply only to the documents required to complete this specific transaction.