Additional Resources For You
(Form ADV Part 2)
This document describes the business of OnlyFunds, our policies and procedures relevant to our clients, and required regulatory disclosures. We update it if anything big changes.
Client Advisory Agreement
When you make an account with OnlyFunds, you're agreeing to our investment advisory services. This contract outlines what those services are, how we operate, and the fees we charge for our services.
Client Relationship Summary
(Form ADV Part 3)
This documents summarizes the business practices of OnlyFunds, provides key questions to think about when choosing an investment adviser, and the difference between advisers and broker-dealers