Advisory Agreement

Last updated: October 30, 2025

This Advisory Agreement (“Agreement”) is made between Enrich Finance (“Advisor,” “we,” “our,” or “us”) and the individual or entity (“Client,” “you,” or “your”) engaging our advisory services. By accessing or using our financial advisory, consulting, or related services (the “Services”), you agree to the terms of this Agreement.

1. Scope of Services

Enrich Finance provides financial consulting, strategic planning, and related advisory services as agreed upon with the Client.
The specific nature, deliverables, and timelines of such Services shall be outlined in written communication, proposals, or statements of work provided to the Client prior to engagement.

We do not provide investment management, brokerage, or tax services unless explicitly stated in writing. All Services are provided for informational and educational purposes only.

2. Client Responsibilities

The Client agrees to:

  • Provide accurate, complete, and timely information necessary for the Advisor to perform the Services.
  • Make all financial, investment, and business decisions based on their own judgment or with assistance from qualified professionals.
  • Comply with all applicable laws and regulations in connection with the use of our Services.

The Advisor shall not be liable for delays or inaccuracies resulting from incomplete or false information provided by the Client.

3. Fees and Payment

All fees for advisory services are specified in the proposal, contract, or invoice provided to the Client.
Unless otherwise agreed:

  • Payment is due upon receipt of invoice.
  • Late payments may be subject to interest charges or suspension of Services.

All fees are non-refundable once Services have commenced, except as required by applicable law.

4. Confidentiality

Both parties agree to maintain the confidentiality of any non-public, proprietary, or sensitive information disclosed during the course of this Agreement.
Neither party shall disclose such information to third parties without prior written consent, except as required by law or regulatory authorities.

5. No Guarantee of Results

While Enrich Finance aims to provide professional and data-driven advisory services, we do not guarantee specific results or outcomes.
All recommendations are based on information available at the time of analysis and are subject to market, regulatory, and economic conditions.

6. Independent Contractor

The Advisor operates as an independent contractor, not as an employee, partner, or agent of the Client.
Nothing in this Agreement shall be construed as creating a joint venture, partnership, or fiduciary relationship between the parties.

7. Limitation of Liability

To the fullest extent permitted by law, Enrich Finance shall not be liable for any indirect, incidental, consequential, or punitive damages, including loss of profit or business opportunities, arising out of or relating to this Agreement or the Services provided.

The total liability of Enrich Finance, whether in contract or tort, shall not exceed the total amount paid by the Client for the Services under this Agreement.

8. Termination

Either party may terminate this Agreement with written notice if the other party materially breaches its obligations and fails to cure such breach within ten (10) business days of receiving written notice.
Upon termination, the Client shall pay for all Services rendered up to the effective termination date.

9. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the European Union and the jurisdiction in which Enrich Finance operates, without regard to conflict of law principles.

10. Entire Agreement

This document represents the entire understanding between Enrich Finance and the Client concerning the subject matter herein and supersedes all prior agreements, proposals, or representations.

11. Contact Information

For any questions regarding this Agreement or our advisory services, please contact us at:
📧 support@enrichfinance.com

Company
About UsCRS FormDisclosures
Product
Product OverviewPricingDownload AppSupportMigrating to Enrich
Resources
Principles and InsightsFree Portfolio Analysis Tool
Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
‍
2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Past performance is not a guarantee, or reliable indicator, of future results; future returns and risk may differ materially from those shown.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal