Legal Disclaimers

Advantage Advisors, LLC
Effective Date: November 16, 2025

General Disclaimer

The information provided on this website and through our services is for general informational purposes only. All information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on this website.

Not Financial, Legal, or Tax Advice

IMPORTANT: The content on this website does not constitute financial advice, legal advice, tax advice, investment advice, or any other form of professional advice. The information provided is for educational and informational purposes only.

You should:

Consult with qualified financial advisors, attorneys, tax professionals, and other specialists before making any financial, legal, or business decisions
Not rely solely on the information provided on this website for making important decisions
Conduct your own independent research and due diligence
Seek personalized advice tailored to your specific circumstances

No Fiduciary Relationship

Use of this website and preliminary communications with Advantage Advisors, LLC does not create a fiduciary relationship, advisory relationship, or any client-advisor relationship. A formal advisory relationship is established only through a signed written agreement.

No Investment Advice

Advantage Advisors, LLC is not a registered investment advisor (RIA) and does not provide investment advice or manage investment portfolios. We provide consulting services related to family office structure, operations, and strategy. Any discussions regarding investments are educational in nature and should not be construed as recommendations to buy, sell, or hold any securities or investments.

For investment management services, we work with:

Licensed investment advisors
Registered broker-dealers
Other qualified investment professionals who maintain appropriate licenses and registrations

Past Performance Disclaimer

Any references to past performance, whether our own or that of our team members, do not guarantee future results. Historical performance, case studies, and examples provided on this website are illustrative only and should not be interpreted as predictions or guarantees of future outcomes.

Third-Party Information and Links

This website may contain links to third-party websites, references to third-party service providers, or information from external sources. We do not endorse, control, or assume responsibility for:

The content, privacy policies, or practices of third-party websites
The accuracy or reliability of third-party information
Products or services offered by third parties

Your use of third-party websites and services is at your own risk.

Professional Licenses and Registrations

Certain services described on this website may require professional licenses, registrations, or certifications. Our team members hold various professional credentials and licenses, which may be inactive or valid only in specific jurisdictions.

We work with licensed professionals for services requiring registration, including:

Securities activities (through FINRA-registered broker-dealers)
Investment advisory services (through registered investment advisors)
Legal services (through licensed attorneys)
Tax services (through qualified tax professionals)
Insurance services (through licensed insurance professionals)

No Guarantee of Results

We cannot and do not guarantee any specific results from our services. The success of any family office implementation, business strategy, or financial structure depends on numerous factors beyond our control, including:

Individual circumstances and goals
Market conditions
Regulatory changes
Economic factors
Third-party service provider performance
Client implementation and follow-through

Limitation of Liability

To the fullest extent permitted by law, Advantage Advisors, LLC and its owners, employees, advisors, and affiliated professionals shall not be liable for:

Any indirect, incidental, special, consequential, or punitive damages
Loss of profits, revenue, data, or business opportunities
Damages arising from your use of or inability to use this website or our services
Any errors or omissions in website content

This limitation applies whether the alleged liability is based on contract, tort, negligence, strict liability, or any other basis.

Accuracy of Website Content

While we strive to keep the information on this website current and accurate, we make no guarantees about:

The completeness or accuracy of information
The availability or functionality of the website
The absence of errors, viruses, or other harmful components

We reserve the right to modify, update, or remove content at any time without notice.

Regulatory Compliance

Financial services are subject to extensive federal and state regulations. The regulatory landscape varies by:

Type of service
Client location
Asset size
Investment types

We structure our services and client relationships to comply with applicable laws and regulations. When services require specific licenses or registrations, we work with appropriately licensed professionals or ensure clients engage such professionals independently.

Testimonials and Case Studies

Any testimonials, case studies, or client examples on this website:

Represent individual experiences that may not be typical
Are not guarantees of similar results for other clients
May not reflect the experiences of all clients
Are provided for illustrative purposes only

Confidentiality

While we take reasonable measures to protect client confidentiality, electronic communications are not completely secure. Do not send highly sensitive information (such as account numbers, passwords, or social security numbers) through unsecured email or website forms.

Service Limitations

Our services are designed for post-exit entrepreneurs with $1M-$30M in investable assets. We focus on:

Family office structure and implementation
Advisory team coordination
Systems and processes development
Governance frameworks

We do not provide:

Direct investment management
Tax preparation services
Legal representation
Insurance sales
Securities brokerage services

For these services, we connect clients with qualified, licensed professionals.

Payment and Refund Policy

Payments for our services are processed securely through Stripe. By making a payment, you agree to Stripe’s Terms of Service and Privacy Policy.

Payment Terms:

Fees are due as specified in your service agreement
Payment methods accepted include credit cards, debit cards, and ACH transfers (as available through Stripe)
All fees are in U.S. Dollars unless otherwise specified

Refund Policy:

Refund eligibility is determined on a case-by-case basis as outlined in your service agreement
Refund requests must be submitted in writing via our contact form
Processing of approved refunds may take 5-10 business days

Billing Disputes: If you have questions about a charge or need to dispute a transaction, please contact us immediately before initiating a chargeback with your financial institution.

Geographical Limitations

Our services may not be available in all jurisdictions. Certain services may be restricted based on:

State or country regulations
Licensing requirements
Professional registration limitations

Please consult with us to determine if our services are available in your location.

Fee Disclosure

Fees for our services are disclosed in written service agreements. The general fee structure described on this website is for informational purposes and may not reflect the actual fees for your specific situation. Final fees depend on:

Scope of services required
Complexity of your situation
Time requirements
Specialized expertise needed

Changes to Services

We reserve the right to modify, suspend, or discontinue any aspect of our services at any time without notice. We also reserve the right to decline to work with any prospective client at our sole discretion.

Conflict of Interest Disclosure

We maintain relationships with various professional service providers in legal, tax, investment, insurance, and other fields. While we strive to recommend service providers based on quality and fit for client needs, you are free to choose any qualified professionals you prefer.

Indemnification

By using this website and our services, you agree to indemnify and hold harmless Advantage Advisors, LLC and its owners, employees, advisors, and affiliates from any claims, damages, losses, liabilities, and expenses (including legal fees) arising from:

Your use of this website
Your violation of these disclaimers
Your violation of any applicable laws or regulations

Severability

If any provision of these disclaimers is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

Governing Law

These disclaimers and your use of this website are governed by the laws of the State of Florida, without regard to its conflict of law provisions. Any disputes shall be resolved in the courts of Florida.

Questions and Concerns

If you have questions about these disclaimers or need clarification about any aspect of our services, please contact us before engaging our services.

Advantage Advisors, LLC
Contact Us
Phone: +1 (561) 285-7191
7901 4th St N STE 4140
St. Petersburg FL 33702

Acknowledgment

By using this website and engaging our services, you acknowledge that you have read, understood, and agree to be bound by these disclaimers.