Nadler Financial Group, Inc.

Nadler Financial Group, Inc. is an Illinois corporation established in May 1997, initially named "VRN Financial Services, Inc.," and registered as an Investment Adviser Firm in 1998. The firm specializes in offering discretionary investment management services to various clients, including individuals, high net worth individuals, charitable organizations, and business entities. Their annual advisory fee typically ranges from 0.50% to 1.00% of the assets under management. Clients may also request financial planning and consulting services as part of the engagement. The firm provides a Focused Investment Objective Program for clients with less than $750,000 in assets, offering six allocation objectives. Nadler Financial Group does not actively schedule periodic meetings but is available for portfolio reviews and client inquiries upon request. The firm does not accept performance-based fees, and clients have the option to engage the firm for retirement plan consulting services. The firm recommends Charles Schwab as the broker-dealer/custodian for client assets and may receive support services and products from Schwab. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The firm's Chief Compliance Officer, Michael A. Nadler, is available to address any client inquiries or concerns regarding the firm's practices and disclosures.