Disclosure
Transparency You Can Trust
At Mann Financial Group, we believe transparency is an essential part of every client relationship. We are committed to providing clear information about our advisory services, fees, business practices, and regulatory obligations so you can make informed financial decisions with confidence.
As a registered investment adviser with the U.S. Securities and Exchange Commission (SEC), we make important disclosure documents available to current and prospective clients.
Our Form ADV Part 2A Brochure provides detailed information about our firm, including:
- Advisory services we provide
- Types of clients we serve
- Fee schedules and compensation
- Investment strategies and associated risks
- Brokerage practices
- Code of Ethics
- Client account reviews
- Custody practices
- Financial information
This brochure is designed to help clients understand how we operate and the standards that guide our fiduciary responsibilities.
Form CRS provides a concise overview of our relationship with retail investors, including:
- Investment advisory services
- Account monitoring
- Advisory fees and costs
- Conflicts of interest
- How our financial professionals are compensated
- Disciplinary history
- Contact information for additional assistance
This document is intended to help investors better understand the services we offer and the questions they should consider when selecting a financial professional.
When acting as your investment adviser, we are required to act in your best interest and place your interests ahead of our own. We are committed to:
- Providing prudent investment advice
- Acting with loyalty and integrity
- Clearly disclosing fees and potential conflicts of interest
- Following policies designed to protect clients
- Charging reasonable fees for our services
All investments involve risk, including the possible loss of principal. Market conditions, inflation, interest rates, economic events, and other factors can affect investment performance. Past performance is not a guarantee of future results.
We encourage every client to discuss their investment objectives, risk tolerance, and financial goals with their adviser before making investment decisions.
Mann Financial Group
613 Hwy 10 E
Detroit Lakes, MN 56501
Phone: (218) 844-9109
Email: brian@mannfinancialmn.com