⚫ Account Minimum definition
⚫ Account Minimum. No current account minimum but Altruist may implement an account minimum, or waive any such minimum, at any time in its discretion. ⚫ Client investment objectives and risk tolerance are determined by the Advisor, in part via a Questionnaire that is facilitated by Altruist at the time of account opening. ⚫ Advisor may facilitate separate investor profile questionnaire(s) outside of the Platform, which may include additional questions, such as factual questions to measure risk capacity and behavioral questions to measure risk willingness. ⚫ Advisor takes full responsibility for reviewing and approving the risk tolerance and other questions and answers, both in the Questionnaire facilitated by ▇▇▇▇▇▇▇▇ and any other questionnaires Advisor may utilize. ⚫ Based on Client answers to the Questionnaire or other questionnaires Advisor may utilize outside of the Platform, Advisor may score these answers, map the results to an investment strategy they recommend, and assign a Client to one of the Model Portfolios, consistent with the Client’s best interest. ⚫ Through their Advisor, Clients may add reasonable investment restrictions, including, among others, constraints on their Model Portfolios. Advisor understands that the imposition of restrictions can result in the inability to fully implement a Model Portfolio, which could have an adverse impact on Client account performance.