Last Revised 4/27/2021
eMoney may incorporate all of the client’s investment assets including those investment assets that are not part of the assets that Lee Financial Company manages (the “Excluded Assets”). The client and/or his/her/its other advisors that maintain trading authority, and not us, shall be exclusively responsible for the investment performance of the Excluded Assets. In addition, eMoney may also provide access to other types of information including financial planning concepts which should not, in any manner whatsoever, be construed as services, advice or recommendations provided by Lee Financial. Lee Financial does not provide investment management, monitoring or implementation services for the Excluded Assets. The client may engage Lee Financial to provide investment management services for the Excluded Assets pursuant to the terms and conditions of the Investment Advisory Agreement between Lee Financial and the Client.