Qualified Retirement Plan Consulting ERISA 408(b)(2) Disclosure Statement
This disclosure document provides an overview of the fees and other compensation charged for or otherwise related to investment advisory programs (each, an “Investment Program”) provided by Albion Financial Group. The purpose of this disclosure statement is to comply with the Department of Labor’s ERISA 408(b)(2) disclosure requirements. This Disclosure Document should be read in conjunction with the client agreement you executed or will execute when entering into the Investment Program, as amended from time to time. This Disclosure Statement is an amendment to the Management Agreement and Trading Authorization Form for your ERISA Plan opened with Albion Financial Group.