Strategic Wealth Portfolios

KB Elliott Strategic Wealth Portfolios Summary
KB Elliott Strategic Wealth Portfolios Overview

WHAT ARE THE KB ELLIOTT STRATEGIC WEALTH PORTFOLIOS

The KB Elliott Strategic Wealth Portfolios are a discretionary asset management service designed to meet the unique needs of each client. The KB Elliott Strategic Wealth Portfolios are fee based, professionally managed investment portfolios that account for the appropriate risk tolerance of each investor. The Portfolios offer clients a Strategic Asset Allocation and Diversification Strategy, along with periodic rebalancing of the portfolio based on market fluctuations. The portfolios are comprised of Mutual Funds, Exchange Traded Funds (ETF's), and Separate Accounts. Through the KB Elliott Strategic Wealth Portfolios, you have access to comprehensive investment solutions for an inclusive fee, based on the total value of account assets. As part of the ongoing services offered to clients investing in the KB Elliott Strategic Wealth Portfolios, you will receive:

Active Portfolio Management
Ongoing Customized Performance Reporting
Quarterly Performance Reviews
Consolidated Account Statement
Access to WFG Solution 360 Website for an annual fee of $30
*Monthly Account Statements (For Accounts carried through NFS (National Financial Services LLC)).

WHO SHOULD CONSIDER KB ELLIOTT STRATEGIC WEALTH PORTFOLIOS

The KB Elliott Strategic Wealth Portfolios are designed for investors who are seeking a professionally managed portfolio and diversified asset allocation strategy. Those who invest in the portfolios should be willing to assume the risks of market fluctuation in both equity and fixed income investments. The portfolios are not a complete investment strategy, and may not be appropriate for all investors. You should consider your investment goals, time horizon, risk, and expenses before investing in the portfolios.

WHAT IS THE RISK PROFILE AND ALLOCATION OF THE PORTFOLIOS

Portfolio Risk and Allocation		Equity	Fixed Income	Cash

High	KB Elliott Aggressive Growth Portfolio	98%	0%	2%
	KB Elliott Growth Allocation Portfolio	80%	18%	2%
	KB Elliott Moderate Growth Portfolio	70%	28%	2%
Medium	KB Elliott Growth and Income Portfolio	60%	38%	2%
	KB Elliott Balanced Portfolio	50%	48%	2%
	KB Elliott Conservative Growth Portfolio	35%	63%	2%
	KB Elliott Income Portfolio	20%	78%	2%
Low	KB Elliott Capital Preservation Portfolio	10%	88%	2%

WHAT ARE THE THE ADVISORY FEES AND ACCOUNT MINIMUMS

*Minimum Investment $50,000
*Minimum Investment waived for Employer Sponsored Plans

Investment and Individual Retirement Accounts		Employer Sponsored Retirement Accounts

Amount	Advisor Fee	Amount	Advisor Fee
$50,000 - $100,000	1.5 %	$0 - $50,000	1.25 %
$100,000 - $250,000	1.25 %	$50,000 - $100,000	1.15 %
$250,000 - $500,000	1.15 %	$100,000 - $250,000	1.05 %
$500,000 - $1 Million	1.05 %	$250,000 - $500,000	.95 %
$1 Million - $5 Million	1.00 %	$500,000 - $1 Million	.85 %
$5 Million + Custom Pricing Available		$1 Million - $5 Million	.75 %
		$5 Million + Custom Pricing Available

HOW DO I INVEST IN THE KB ELLIOTT STRATEGIC WEALTH PORTFOLIOS

Initial Consultation

The first step is an initial consultation with your financial advisor. Using a profile questionnaire, you and your advisor will help identify your financial goals, time horizon, and risk tolerance.

Investment Proposal

Following the initial consultation, your financial advisor will present you with an Investment Proposal based on your response to our profile questionnaire. The Investment Proposal and profile questionnaire will allow you and your advisor to build a portfolio based on your documented financial goals, time horizon, and risk tolerance.

Account Setup and Funding

Once you elect to participate in the KB Elliott Strategic Wealth Portfolios, your advisor will prepare the necessary documents to open and fund your investment or retirement account. At the time of the account set up, your advisor will review the advisory fee and investment strategy.

Ongoing Asset Management and Performance Reviews

Once your assets are invested in the KB Elliott Strategic Wealth Portfolios, your advisor will have discretion to manage your assets and re-balance the portfolio towards your targeted allocations. In addition your advisor will provide you with quarterly performance reviews and comprehensive reports to monitor your account progress.

Please consider the investment objectives, risks, and charges and expenses of the investment carefully, which along with other important information, will be located in the Prospectus. This prospectus can be obtained from your Financial Advisor and should be read carefully before investing any monies.

Please remember that an investment in a mutual fund or security involves risk. The investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Participation in KB Elliott Strategic Wealth Portfolios is not necessary to purchase mutual fund or equity shares offered within the KB Elliott Strategic Wealth Portfolios, in addition; participation in KB Elliott Strategic Wealth Portfolios is not required as a client of WFG Investments Inc. or through Registered Representatives of WFG Investment Inc. Mutual funds and securities purchased outside the KB Elliott Strategic Wealth Portfolios may be subject to fees, loads, and commissions. There are advisory fees associated with the KB Elliott Strategic Wealth Portfolios, along with applicable mutual fund level and security expenses.