{"content":[{"text":"AmericaFirst Capital Management, LLC - Customer Relationship Summary","bbox":{"left":0.058824,"top":0.043204,"width":0.855319,"height":0.027909999999999997}},{"text":"June 30, 2020","bbox":{"left":0.058824,"top":0.089745,"width":0.15175,"height":0.027910000000000004}},{"text":"AmericaFirst Capital Management, LLC. (“AFCM,” “we,” “us,”) is registered with the U.S. Securities and Exchange \n Commission as an investment adviser. Brokerage and investment advisory services fees differ, and it is important for you \n to understand the differences. Free and simple tools are available to research firms and financial professionals at \n http://investor.gov/crs, which also provides educational materials about broker-dealers, investment advisers and investing.","bbox":{"left":0.058824,"top":0.145347,"width":0.87843,"height":0.066474}},{"text":"What investment services and advice can you provide me?","bbox":{"left":0.058824,"top":0.234268,"width":0.49888200000000005,"height":0.016364000000000017}},{"text":"We offer investment management services to individuals, high net worth individuals, and entities, including Individual \n Retirement Accounts (IRAs). Our investment management services consist of managing investment accounts composed \n of individual securities such as mutual funds and exchange-traded funds (ETFs). The securities and investments in your \n accounts are frequently monitored; we do not charge separately for account reviews. We accept discretionary authority \n for your accounts; this means we have authority to determine securities to buy and sell for your account(s) and at what \n price without your prior approval. You may impose reasonable restrictions in so far as these restrictions do not conflict \n with our portfolio models. Additionally, we do not impose a minimum account size, nor do we limit our investment \n advice to any one type of security or investment. We are affiliated with the AmericaFirst family of mutual funds and we \n function as the investment adviser to those funds. Some, but not all, of the investment accounts we manage hold these \n mutual funds.","bbox":{"left":0.058824,"top":0.266559,"width":0.8674459999999999,"height":0.16242100000000004}},{"text":"➢","bbox":{"left":0.088235,"top":0.444502,"width":0.014330999999999997,"height":0.015471000000000013}},{"text":"Additional information about our services can be found in Items 4, 5 and 7 of our Disclosure Brochure and \n available to all or by going to https://adviserinfo.sec.gov/firm/summary/152248","bbox":{"left":0.117686,"top":0.442355,"width":0.767911,"height":0.036057000000000006}},{"text":"Let’s have a conversation about the following:","bbox":{"left":0.058824,"top":0.514192,"width":0.482815,"height":0.020151999999999948}},{"text":"• \n • \n •","bbox":{"left":0.088235,"top":0.55062,"width":0.008296999999999999,"height":0.05101600000000006}},{"text":"Given my financial situation, should I choose an investment advisory service? Why or why not? \n How will you choose investments to recommend to me? \n What is your relevant experience, including your licenses, education, and other qualifications? What do these \n qualifications mean?","bbox":{"left":0.117686,"top":0.549956,"width":0.7861630000000001,"height":0.06844300000000003}},{"text":"What fees will I pay?","bbox":{"left":0.058824,"top":0.640997,"width":0.17556099999999997,"height":0.016364000000000045}},{"text":"Our investment management fees are assessed monthly and are based on the total amount of assets that we manage. \n Because our investment management fees are based on the total amount of assets that we manage, a conflict of interest is \n created because that arrangement gives us an incentive to recommend that you move or transfer additional assets to us.","bbox":{"left":0.058824,"top":0.673289,"width":0.869724,"height":0.05041300000000004}},{"text":"The fees discussed here are the only fees you would pay directly to us, but there may be indirect costs for the use of our \n services such as fees, charges, and expenses imposed by custodians, fund managers, commissions for the execution of \n securities transactions, and other miscellaneous fees imposed by service providers. The only fees we can control are the \n fees that you pay directly to us.","bbox":{"left":0.058824,"top":0.737077,"width":0.864552,"height":0.0665110000000001}},{"text":"You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any \n amount of money you make on your investments over time. Please make sure you understand what fees and costs you are \n paying.","bbox":{"left":0.058824,"top":0.816963,"width":0.878704,"height":0.05056500000000008}},{"text":"➢","bbox":{"left":0.088235,"top":0.883045,"width":0.014330999999999997,"height":0.015471000000000013}},{"text":"Additional information about our fees can be found in Item 5 of our Disclosure Brochure and available to all or by \n going to https://adviserinfo.sec.gov/firm/summary/152248","bbox":{"left":0.117686,"top":0.880898,"width":0.8228690000000001,"height":0.03605600000000009}}],"images_bbox":[],"images_bbox_not_text_overlap":[]}