EFTA02551095.pdf

From: Valeria Chomsky < Sent: Saturday, December 9, 2017 7:36 PM To: Noam Chomsky Cc: Jeffrey E. Subject: Fwd: Chomsky / Bainco OK. Thanks, leffr=y. Forwarded message F=om: Jeffrey E. <[email protected]><=r>Date: Sat, Dec 9, 2017 at 2:32 PM Subject: Re: Chomsky / Bainco To= Valeria Chomsky < <mailto >> tell her your attorne= or advisor will respond. please give me the name of your legal coun=el On Sat, Dec 9, 2017 at 8:31 PM, Valeria Chomsky < <mailto >> wrote: FYI. What sho=ld Noam say? Forwarded message F=om: Noam Chomsky «= target="_blank"> =/a» Date: Fri, Dec 8, 2017 at 12:41 PM Subject: Fwd: Chom=ky / Bainco To: Valeria Chomsky < <mailto >> Forwarded message From: Isabel Scharmer <=. > Date: Fri, Dec 8, 2017 at 10:01 AMSubject: Chomsky / Bainco To: Noam Chomsky < >> Cc: Sam Ba=n < », Kathleen O'Malley < <mailto , Robert Katz < Dear Noam, EFTA_R1_01707013 EFTA02551095  We hope you and Valeria are well. As we approa=h the end of 2017, we are writing to clarify our understanding of your rel=tionship with Bainco at this time. Outlined below are the accounts you have at Bainco a=d our understanding of our continuing services for you, pending any near t=rm decisions that you may make regarding your account. We very much =ould appreciate further clarification by the end of the year so we can continue to provide our best advice regar=ing your assets and our best judgment to maximize benefits to you and your=family. •=C2 Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action w=th respect to these accounts and, consequently, we have refunded the 4Q17 =anagement fee. We will continue to provide quarterly reports as in the past. •=C2 Noam Chomsky Revocable Trust and Gull Haven Lan=: We are not actively managing these accounts and are not charging a manag=ment fee. We will continue to provide quarterly reports as in =he past. Carol Chomsky Exempt and Non-Exempt Marital Tru=ts: We are continuing to manage the assets in these accounts and will cont=nue to bill our annual management fee on a quarterly basis as in the past =1% for Non- Exempt and 1.25% for Exempt Marital Trusts). Please let us know at your earliest convenience if o=r understanding is incorrect on any of these accounts or if we should anti=ipate changes to custodian or asset manager. Regards, Isabel and Sam Isabel Scharmer, CFA Managing Director Portfolio Strategist 699 Boylston Stre=t chttps://maps.google.com/?q=699+Boylston+S=reet&entry=gmail&source=g> I 10th Floor I Boston, MA 02116 2 EFTA_R1_01707014 EFTA02551096  =span style="color:#0563c1;text-decoration:none"> <https://www.bainco.com/bainco-named-2017-=inancial- times-300-top-registered-investment-advisers/> =/u> This communication is for informational purposes only. It is not intended a= an offer or solicitation for the purchase or sale of any security or fina=cial instrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness or =ccuracy and are subject to change without notice. The comments or statemen=s made herein do not necessarily reflect the opinions of Bainco Internatio=al Investors, LLC, its subsidiaries and affiliates. The email may contain =onfidential or proprietary information. If you are not the intended recipi=nt of this email, please immediately reply to the sender and make the send=r aware of the mistake and then delete the email. please notear> The information contained in this communication is confidential,=may be attorney-client privileged, may constitute inside information, a=d is intended only for the use of the addressee. It is the property of<=r>JEE Unauthorized use, disclosure or copying of this communication =r any part thereof is strictly prohibited and may be unlawful. If you h=ve received this communication in error, please notify us immediately b= return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communica=ion and all copies thereof, including all attachments. copyright -all r=ghts reserved 3 EFTA_R1_01707015 EFTA02551097