Regulatory Disclosures
Form CRS
The following are the current form CRS and ADV3 for MACC and MAFM respectively.
Brokerage Account Disclosures, Agreements, and Fee Schedules
The following are key disclosures when opening up brokerage accounts and Retirement Plans
- MACC Commission Schedule
- MACC Service Fee Schedule
- Brokerage_Account_Customer Agreement
- ERISA Rule 408(b)(2) Disclosures to Covered Plans
Advisory Disclosures and Fee Schedules
The following are key disclosures when opening up Advisory Accounts
- MAFM Form ADV Part 2A Wrap Fee Program Brochure
- MAFM Form ADV Part 2A Firm Brochure
- MAFM Schedule of Fees
Market and Trading Disclosures
The following are key disclosures related to key trading and execution services by MACC
- MACC Best Execution Disclosure
- SEC Rule 606 Report Disclosure
- Margin Disclosure
- Day Trading Risk Disclosure