MyLaunch LLC

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MyLaunch LLC
CRD #283205
SEC #801-107712
CIK #
AUM
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone541-608-0551
Address1020 E Jackson Street
Medford, OR 97504
Source [IAPD] [Website] [Facebook]
Total AUM ($k)
4003202401608002009201420192025
Fees and Compensation — Form ADV Part 2A (3/6/2020) [Brochure]
Item 5 – Fees and Compensation

In addition to the information provided in Item 4 – Advisory Business, this section provides additional
details regarding our firm’s services along with descriptions of each service’s fees and compensation
arrangements. It should be noted that lower fees for comparable service may be available from other
sources. The exact fees and other terms will be outlined in the agreement between you and MyLaunch.

Fees charged for our web-based, asset management services are charged based on a percentage of
assets under management, billed in advance (at the start of the billing period) on a quarterly calendar
basis and calculated based on the fair market value of your account as of the last business day of the
previous billing period. Fees are prorated (based on the number of days service is provided during the
initial billing period) for your account opened at any time other than the beginning of the billing period. If
asset management services are commenced in the middle of the billing period, then the prorated fee for
that billing period will be billed in arrears at the end of that billing period.

The asset management services continue in effect until terminated by either party (i.e., MyLaunch or you)
by providing written notice of termination to the other party. When fees are billed in advance and
termination of services is effective other than the last business day of the billing period, MyLaunch will
prorate the final fee based on the number of days services are provided during the final period and
provide refund. The amount of client assets on the termination date will be used to determine the final fee
payment.

The annual fee for asset management services will be 0.50%. This rate is non-negotiable.

There is a minimum account size of $500.

MyLaunch believes that its annual fee is reasonable in relation to: (1) services provided and (2) the fees
charged by other investment advisers offering similar services/programs. However, our annual
investment advisory fee may be higher than that charged by other investment advisers offering similar
MyLaunch, LLC                                       Page 6            Form ADV Part 2A Disclosure Brochure

services/programs. In addition to our compensation, you may also incur charges imposed at the mutual
fund level (e.g., advisory fees and other fund expenses).

Our investment advisory fees will be deducted from your account and paid directly to our firm by TD
Ameritrade. You will authorize TD Ameritrade to deduct fees from your account and pay such fees
directly to our firm. You should review your account statements received from the qualified custodian(s)
and verify that appropriate investment advisory fees are being deducted. TD Ameritrade will not verify the
accuracy of the investment advisory fees deducted.

Brokerage expenses and/or transaction ticket fees charged by TD Ameritrade are billed directly to your
account by TD Ameritrade. MyLaunch does not receive any portion of such expenses or fees from you or
TD Ameritrade. In addition, you may incur certain charges imposed by third parties other than MyLaunch
in connection with investments made through your account including, but not limited to, mutual fund sales
loads, 12b-1 fees and surrender charges, IRA and qualified retirement plan fees, and charges imposed by
TD Ameritrade. Management fees charged by MyLaunch are separate and distinct from the fees and
expenses charged by mutual funds that are held in your account. A description of these fees and
expenses are available in each mutual fund prospectus. We do not receive any portion of such fees or
expenses.
Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2020) [Brochure]
Item 7 – Types of Clients

MyLaunch generally provides investment advice to the following types of clients:

    •   Individuals
    •   Pension and profit sharing plans
    •   Trusts, estates, or charitable organizations
    •   Corporations or business entities other than those listed above

You are required to execute a written agreement with MyLaunch specifying the particular advisory
services in order to establish a client arrangement with MyLaunch.

MyLaunch requires a minimum of $500 in order to open an account.

Investors evaluating MyLaunch’s web based investment management service should be aware that
MyLaunch’s relationship with clients is likely to be different from the “traditional” investment advisor
relationship in several aspects:

    •   MyLaunch is a software based investment advisor which means each client must acknowledge
        her ability and willingness to conduct her relationship with MyLaunch on an electronic basis.
        Under the terms of our agreement, each client agrees to receive all account information and
        account documents (including this Brochure), and any updates or changes to same, through their
        access to our website and MyLaunch’s electronic communications. Unless noted otherwise on

MyLaunch, LLC                                      Page 7            Form ADV Part 2A Disclosure Brochure

       the website or within this Brochure, MyLaunch’s advisory service, the signature for our client
       agreement, and all documentation related to the advisory services are managed electronically.
       MyLaunch does make individual representatives available to discuss servicing matters with
       clients.

   •   To provide its advisory services and tailor its investment decisions to each client’s specific needs,
       MyLaunch collects information from each client, including specific information about their
       investing profile such as financial situation, investment experience, and investment objectives.
       MyLaunch maintains this information in strict confidence subject to our Privacy Policy. When
       customizing our investment solutions, MyLaunch relies upon the information received from a
       client. Although MyLaunch contacts its clients periodically as described further in Item 13 below,
       a client must promptly notify MyLaunch of any change in her financial situation or investment
       objectives that might require a review or revision of her portfolio.

   •   The software based financial advisor service includes preselected ETFs and mutual funds for
       each asset class within the plan recommended to a client.
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 8 288.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8 288.7
By Discretionary
Discretionary 8 288.7
Non-Discretionary 0 0.0
Total 8 288.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 288.7
Total 8 288.7
Firm Profile (Form ADV)
ServesRetail
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