MoneyLion Wealth Relationship Summary
- Help me understand how your fees and costs might affect my investments? If I give you $1000 to invest, how much will go to fees and costs, and how much will be invested for me?
- How might your conflicts of interest affect me, and how will you address them?
- Do you have any disciplinary history? For what type of conduct?
- Given my financial situation, should I choose an investment advisory service? Why or why not?
- How will you choose investments to recommend to me?