Bill Few Associates, Inc.

Bill Few Associates, Inc. is a registered investment advisor offering asset management services through their Wrap Fee Program. The firm provides tailored investment advice on various types of securities, including mutual funds, ETFs, equities, and fixed income securities, based on individual client needs and investment objectives. Clients can choose discretionary or non-discretionary investment management services. The firm charges a single advisory fee based on a tiered schedule, ranging from 0.25% to 1.25% annually, depending on the asset level. Clients do not pay separate brokerage commissions or transaction charges. The firm does not accept performance-based fees for program accounts. Clients have the option to invest in individual equities, bonds, mutual funds, and ETFs, with minimum account sizes ranging from $50,000 to $250,000. The firm's investment strategies include long-term purchases, short-term purchases, margin transactions, and option writing. Bill Few Associates, Inc. does not recommend Leveraged and Inverse ETFs or Penny stocks due to the significant risks involved. The firm's methods of analysis include fundamental analysis, qualitative analysis, asset allocation, and mutual fund/ETF analysis. Clients have the flexibility to impose restrictions on investing in certain securities. The firm does not vote proxies on behalf of clients and encourages clients to direct proxy voting decisions. Bill Few Associates, Inc. has a Code of Ethics in place to ensure high ethical standards and compliance with securities laws. The firm does not compensate third parties for client referrals and has no financial circumstances impairing their ability to meet contractual obligations.