Terms of Service | Audare Legacy Group
Effective Date: May 10, 2025
Last Updated: June 13, 2025
1. Acceptance of Terms
By accessing or using the Audare Legacy Group website (“Site”) or services, you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, please do not use our Site or services.
2. Description of Services
Audare Legacy Group provides investment advisory and wealth management services, including:
- Investment advisory services
- Financial planning and consulting
- Estate planning coordination
- Tax planning strategies
- Risk management services
- Business succession planning
3. Eligibility and Registration
Eligibility Requirements
Our services are available only to:
- Individuals who are at least 18 years of age
- Entities with legal capacity to enter into binding agreements
- Qualified investors as defined by applicable securities laws
Account Registration
To access certain services, you may need to:
- Provide accurate and complete information
- Maintain the confidentiality of your account credentials
- Notify us immediately of any unauthorized access
4. Investment Advisory Relationship
Fiduciary Duty
When providing investment advisory services, we act as a fiduciary and will:
- Act in your best interests
- Provide advice suitable to your circumstances
- Disclose material conflicts of interest
- Maintain confidentiality of your information
Risk Disclosure
All investments involve risk, including:
- Potential loss of principal
- Market volatility and economic factors
- Liquidity risks
- Performance may not meet expectations
Past performance does not guarantee future results.
5. Fees and Compensation
Fee Structure
Our fees are disclosed in our Form ADV and client agreements. Fees may include:
- Asset-based management fees
- Fixed retainer fees
- Project-based fees
- Performance-based fees (where permitted)
Payment Terms
- Fees are typically billed quarterly in advance
- Payment is due within 30 days of invoice date
- Clients may terminate services with written notice
6. Website Use and Restrictions
Permitted Use
You may use our Site for:
- Learning about our services
- Accessing client portal (if authorized)
- Communicating with our team
Prohibited Activities
You may not:
- Use the Site for unlawful purposes
- Attempt to gain unauthorized access to systems
- Interfere with Site functionality
- Copy, distribute, or modify Site content without permission
- Use automated systems to access the Site
7. Intellectual Property
Our Content
All Site content, including text, graphics, logos, and software, is owned by Audare Legacy Group and protected by intellectual property laws.
License to Use
We grant you a limited, non-exclusive license to access and use the Site for personal, non-commercial purposes.
8. Privacy and Confidentiality
Privacy Policy
Your privacy is governed by our Privacy Policy, which is incorporated into these Terms by reference.
Confidentiality
We maintain strict confidentiality of client information in accordance with:
- Professional standards and ethics
- Federal and state privacy laws
- Our fiduciary obligations
9. Communications
Electronic Communications
By using our services, you consent to receive communications electronically, including:
- Account statements and reports
- Regulatory disclosures
- Service-related notifications
Secure Communication
For sensitive information, please use our secure client portal or encrypted email when available.
10. Disclaimers and Limitations
No Warranties
The Site and information are provided “as is” without warranties of any kind, including:
- Accuracy or completeness of information
- Uninterrupted or error-free operation
- Freedom from viruses or harmful components
Limitation of Liability
To the maximum extent permitted by law, Audare Legacy Group shall not be liable for:
- Indirect, incidental, or consequential damages
- Loss of profits or business opportunities
- Damages exceeding fees paid for services
11. Indemnification
You agree to indemnify and hold harmless Audare Legacy Group from claims arising from:
- Your breach of these Terms
- Your use of the Site or services
- Your violation of applicable laws
12. Regulatory Compliance
Securities Regulations
Our investment advisory services are subject to:
- SEC registration and oversight
- State securities regulations
- FINRA rules (where applicable)
- Fiduciary standards under applicable law
Anti-Money Laundering
We maintain policies and procedures to comply with anti-money laundering laws and may report suspicious activities as required.
13. Termination
Termination Rights
Either party may terminate the advisory relationship:
- With written notice as specified in client agreements
- Immediately for cause or material breach
- As required by law or regulation
Effect of Termination
Upon termination:
- Obligations survive as specified in client agreements
- We will assist with orderly transition of assets
- Confidentiality obligations continue indefinitely
14. Dispute Resolution
Governing Law
These Terms are governed by the laws of Texas, without regard to conflict of law principles.
Arbitration
Disputes may be subject to binding arbitration as specified in client agreements, conducted under the rules of FINRA or the American Arbitration Association in Dallas, Texas.
15. Force Majeure
We are not liable for delays or failures due to circumstances beyond our reasonable control, including natural disasters, government actions, or technological failures.
16. Severability
If any provision of these Terms is deemed invalid or unenforceable, the remaining provisions shall remain in full force and effect.
17. Updates to Terms
We may update these Terms periodically. Material changes will be communicated through:
- Website notice
- Email notification
- Other appropriate means
Continued use of our services constitutes acceptance of updated Terms.
18. Contact Information
For questions about these Terms or our services, please contact:
Audare Legacy Group
2021 McKinney Ave #1200, Dallas, TX 75201
hello@audarelegacy.com
