Service Packages

Compliance

Basic

  • Unlimited compliance questions via email
  • Unlimited compliance questions via phone
  • Annual Amendment filing

Advanced

  • Unlimited compliance questions via email
  • Unlimited compliance questions via phone
  • Annual Amendment filing
  • Unlimited other-than-annual amendments
  • Unlimited Part 2Bs
  • Unlimited U4 and U5 filings
  • Creation and review of policies and procedures

If you’re looking for a more comprehensive plan, we encourage you to take a look at The Experiment by clicking here. For a customized service plan, unique to your firm, please call 770-462-2118.

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