Ramsey Solutions has a financial incentive to present certain Pros that offer their services on a national basis (“National Pros”) more often than other National Pros that pay lower fees. Further, the amount of compensation each Pro pays to Ramsey Solutions will vary based on certain factors, including whether the Pros choose to advertise in local or national markets. However, you should understand that all of the Pros that are available through SmartVestor pay Ramsey Solutions fees to participate in the program. The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. Each Pro may also, if applicable, pay Ramsey Solutions a one-time training fee. Each Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees, including a flat monthly membership fee and a flat monthly territory fee to advertise the Pro’s services through SmartVestor and to receive client referrals from interested consumers who are located in the Pro’s geographic area. When you provide your contact information through the SmartVestor site, Ramsey Solutions will introduce you to up to five (5) investment professionals (“Pros”) that cover your geographic area.
SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”).
