Wisdom Wealth Strategies LLC

Item 5);
     Does not accept or forward client securities (i.e., stock certificates) erroneously delivered to our firm;
     Will not collect advance fees of $500 or more for services that are to be performed six months or more
      into the future; and
     Will not authorize an associate to have knowledge of a client’s account access information (i.e., online
      401(k), brokerage or bank accounts) if such access would allow physical control over account assets.

Your custodian of record will provide you with your investment account transaction confirmations and
account statements, which will include debits and credits as well as our firm’s advisory fee for that period.
Statements are provided on at least a quarterly basis or as transactions occur within their account. Wisdom
Wealth Strategies will not create a separate account statement for any client nor serve as the sole recipient
of a client account statement.

If you receive periodic reports from our advisory firm that includes investment performance information,
you are urged to carefully review and compare your account statements that you have received directly
from your custodian of record with any performance report from our firm.

Item 7 - Types of Clients
We provide advisory services to individuals and high net worth individuals, their trusts and estates, as well
as small businesses and their key personnel, and pension and profit-sharing plans. We encourage interested
parties of all economic levels to seek our advisory services; we do not require minimum income, minimum
asset levels or other similar preconditions. Wisdom Wealth Strategies reserves the right to waive or reduce
certain fees based on unique individual circumstances, special arrangements, or preexisting relationships.
We also reserve the right to decline services to any prospective client for any non-discriminatory reason.