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Disclosure Of Referral Arrangement

Last Updated November 11, 2021

DISCLOSURE OF REFERRAL ARRANGEMENT

The following disclosures are provided to you in accordance with the provisions of Rule 206(4)-1 of the Investment Advisers Act of 1940:

National Debt Relief & Liberty Lending (the “Solicitor”) has entered into a Referral Agreement  (the “Referral Agreement”) with Freeman Capital Management, LLC (the “Adviser”) to refer potential clients to the Adviser.  The Solicitor is not a client of the Adviser.  The solicitation arrangement governed by the Referral Agreement.

In exchange for the Solicitor’s efforts under the Referral Agreement, the Solicitor will be compensated by the Adviser as follows: (i) 25% of the Financial Planning Fees assessed to the client for up to a 24 month period. This compensation arrangement is subject to certain conditions, all of which are described in detail in the Referral Agreement.  

As a result of the compensation paid by the Adviser to the Solicitor under the Referral Agreement, the Solicitor has a conflict in that they are incentivized to refer you to the Adviser for investment management services. 

If you decide to engage in the services offered by the Adviser, the fact that the Adviser is obligated to pay the Solicitor the solicitation fees described above will not result in your being charged advisory services fees in excess of the rate or level of fees customarily charged by the Adviser to its clients for similar services to comparable accounts, nor will the Adviser charge you any other amount or fee for the purpose of offsetting its cost of obtaining your assets through the solicitation efforts of the Solicitor.

During the normal course of its business, the Adviser may enter into additional arrangements with the Solicitor pursuant to which the Solicitor provides various services to the Adviser unrelated to the relationship that exists between the Adviser and the Solicitor pursuant to the Referral Agreement.

ACKNOWLEDGEMENT:

I hereby acknowledge the receipt of Adviser’s: (i) Privacy Policy Notice; (ii) narrative brochure under Form ADV Part 2A and applicable brochure supplements under Form ADV Part 2B; (iii) Client Relationship Summary found in Form ADV Part 3 (Form CRS); (iv) marketing materials and other information and resources; and(v) the above disclosure of the arrangement involving the Adviser, and I hereby consent to such relationship.

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