Return Policy

Service Commitment

At Otley Wealth Management LLC, we are committed to providing exceptional wealth management services that meet the highest standards of professionalism and fiduciary responsibility. Our services are designed to deliver long-term value and are not subject to traditional return policies applicable to physical products.

Client Satisfaction

We understand that your satisfaction with our services is paramount. If at any time you are not completely satisfied with the services we provide, we encourage you to contact us immediately so we can address your concerns.

• Open communication channels with your dedicated advisor
• Regular portfolio reviews and performance assessments
• Transparent reporting and fee structures
• Responsive client service team available to address concerns

Service Termination

Clients may terminate their advisory relationship with Otley Wealth Management LLC at any time, subject to the terms outlined in the client agreement. Upon termination:

• Advisory fees will be prorated to the date of termination
• Any prepaid fees for services not yet rendered will be refunded
• Account assets will be transferred according to client instructions
• Final account statements and documentation will be provided

Fee Adjustments

Our fee structure is transparent and clearly outlined in your client agreement. Fees are calculated based on assets under management and the scope of services provided. We believe in fair compensation for the value we deliver and will work with you to ensure our fee structure aligns with your expectations.

Dispute Resolution

In the unlikely event of a dispute regarding our services or fees, we are committed to resolving the matter promptly and fairly. Our dispute resolution process includes:

• Direct discussion with your advisor and management team
• Review of account documentation and service records
• Good faith efforts to reach a mutually acceptable resolution
• Adherence to industry regulatory standards and guidelines

Investment Performance

It is important to understand that investment performance is subject to market conditions and cannot be guaranteed. Past performance is not indicative of future results. Our commitment is to provide prudent investment management in accordance with your stated objectives and risk tolerance, always acting in your best interests as a fiduciary.