Certuity, LLC is an SEC registered investment adviser providing investment advisory, legacy planning, family office, and investment consulting services to high to ultra-high net worth individuals, families, business owners, trusts, and institutions. The firm manages $3.64 billion in regulatory assets under management, with $2.39 billion managed on a discretionary basis. Certuity offers family office services, investment consulting, and financial planning strategies tailored to clients' needs. The firm acts as a fiduciary, obligated to act in clients' best interests, and charges annual asset-based fees typically between 0.30% and 1.50%. Certuity does not provide services for performance-based fees and does not have any disciplinary disclosures. The firm exercises investment discretion for clients with authority granted through a limited power-of-attorney. Certuity does not vote client securities proxies but assists with class action claims upon client request. The firm has implemented safeguards for client assets held in custody and does not require prepayment of fees exceeding $1,200. Certuity's Code of Ethics emphasizes integrity, competence, and ethical conduct in serving clients. Clients are encouraged to promptly notify Certuity of any changes in their financial situation or investment objectives.

Atticus Wealth Management is a financial advisory firm based in North Palm Beach, Florida. It currently has approximately $328,160,480 of assets under management and employs about 8 people. Atticus Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Primoris Wealth Advisors, LLC is an independent investment management firm established on June 19, 2000, by John Catalfamo and Raymond Eaton. The firm offers high-quality, objective portfolio management services tailored to clients' goals, objectives, and risk tolerance levels. Primoris provides discretionary investment management services on a fee-only basis, emphasizing clients' best interests. Services include ongoing asset management, investment policy statement development, trade execution, periodic reporting, and portfolio rebalancing. The firm's fee schedule is based on the value of assets under management, ranging from 1.75% for accounts up to $200,000 to 0.75% for accounts over $5,000,000. Primoris does not participate in wrap fee programs and has assets under management totaling $196,805,283. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin trading, and option writing. Primoris does not charge performance-based fees and serves a diverse client base, including individuals, high net worth individuals, pension plans, and charitable organizations. The firm's principals spend approximately 50% of their time on tax-related business and 50% on investment-related business, with no material conflicts of interest arising from these activities. The firm does not participate in soft dollar arrangements or solicitor arrangements and does not vote proxies on behalf of clients. No financial condition impairments or bankruptcy-related matters have occurred in the past ten years.