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  3. MoneyLion Wealth Relationship Summary

MoneyLion Wealth Relationship Summary

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  • 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?

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