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Why Earned?

Comprehensive wealth building solutions

Exclusively for doctors and their practices

Integrated tax-smart approach

Terms & Conditions

The following describes the terms for participation in the Earned Wealth refer-a-friend program (the “Program”). Anyone who is a physician or physician in training who receives a referral email from a current Earned Wealth client (with the exception of Earned employees) and who provides in the manner specified the name of the person who referred them is eligible to participate. If you choose to participate in the Program, you agree to these terms and conditions.

Earned will review eligibility prior to credits being made. Credits will only be provided to clients deemed eligible by the Securities and Exchange Commission.

To receive the fee credit, after you sign-up for and attend the complimentary consultation, you must choose to enter into an investment management relationship with Earned Wealth in which you will contract to pay an ongoing asset-based fee (when you become a “Client”). This does not include our Wealth Diagnostic service.  After you become a Client, you and the friend or colleague who referred you will each receive a one-time $500 fee credit against our management fee that will be reflected on your billing statement in the following quarter (when “Credit Occurs”).  You must continue to be a Client of Earned Wealth in good standing at the time when the Credit Occurs.  You are responsible for paying any local, state, or federal taxes that may apply to the $500 fee credit.

Please note, you can receive up to $1000 in referral credits each 12-month period.
Earned Wealth reserves the right not to provide investment management services to anyone if our services would not be suitable for that person.  We also reserve the rights to review, investigate, and disqualify anyone from participation in the Program at any time, and not to provide the fee credit or honor any referral which in our sole discretion was made in a manner inconsistent with the spirit or terms and conditions of the Program.

To protect your privacy, we will not share any account information or personally identifying information of one client with another under any circumstances.

We may require completion of a Form W-9 prior to payment of any fee credit. This is a limited time offer.  We reserve the right to change or discontinue the Program at any time.