Blue Point Strategic Wealth Management, LLC (“Blue Point”) is providing you with this notice in compliance with the Department of Labor regulations under section 408(b)(2) of the Employee Retirement Income Security Act of 1974, as amended, (“ERISA”), to disclose information about the services Blue Point provides and the compensation it receives for such services.

Description of Services
A general description of the investment advisory and other services that Blue Point provides can be found in the applicable investment management agreement. For more information regarding the services and the strategies Blue Point offers, please review Item 4 − Advisory Business in Blue Point’s Form ADV Part 2 filed with the United States Securities and Exchange Commission.

Service Provider’s Status
Blue Point provides these services as a Registered Investment Adviser under the Investment Advisers Act of 1940, as amended.

Compensation

Direct Compensation
For a description of the fees Blue Point receives in connection with the services provided and the manner in which the compensation is received, please refer to the applicable investment management agreement.

Indirect Compensation
Blue Point does not receive soft dollars, non-cash gifts or gratuities in connection with the services provided.

This statement is intended to be read in conjunction with Blue Point’s Form ADV Part 2
(http://www.adviserinfo.sec.gov) and the applicable investment management agreement.

 

Click Here to View the ERISA 408(b)(2) Disclosure Notice