Financial Gravity Asset Management, Inc.

Financial Gravity Asset Management, Inc. is a registered investment advisor established in May 2007, with a specialization in providing investment supervisory services tailored to individual client goals, objectives, and risk tolerance. The firm's investment strategy includes asset allocation, selection, monitoring, and tax optimization, guided by the Real Risk System. Clients have discretion over their investments, with portfolios managed by an Investment Committee chaired by the Chief Investment Officer. The firm offers four investment strategies, including 4 Alpha focusing on individual equities and 4 Beta strategies investing in ETFs. Clients are charged an asset-based fee for advisory services, with fees paid monthly in arrears based on the average daily balance of assets. FG Asset Management does not accept performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. The firm serves individuals, business owners, entrepreneurs, and high-net-worth individuals, with a $25,000 account minimum that may be waived under certain circumstances. FG Asset Management discloses potential conflicts of interest, including its relationship with affiliated entities, and maintains a Code of Ethics to ensure ethical conduct. Overall, Financial Gravity Asset Management, Inc. offers personalized investment services, transparent fee structures, and a commitment to acting in the best interests of its clients.