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Regulatory information

Disclosures, clearly organized.

Important information about E6 Portfolios, affiliated firms, program fees, performance materials, and investment risks.

Advisory status

Investment advisory services are provided by E6 Portfolios, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (CRD #326617; SEC #801-128335). Registration does not imply a certain level of skill or training.

Firm contact

Phone(801) 545-8706Emailhello@e6portfolios.com
Office
6900 South 900 East, Suite 200
Midvale, UT 84047

Important information

Performance, fee, and risk disclosures

01

Purpose / no offer

This site is provided for informational purposes only. It is not an offer to sell or a solicitation of an offer to buy any security or investment product, and it is not individualized investment, legal, or tax advice.

Any offering will be made only through the applicable governing documents, to eligible investors, and where permitted.

02

Services and roles

E6 provides TAMP and investment-management services through the client's Primary Advisor under the applicable agreements. The Primary Advisor maintains the primary advisory relationship, gathers and updates client information, determines whether the E6 program and selected allocation are appropriate, and communicates client restrictions and material changes. E6 manages only the authority and assets delegated to it.

When engaged as discretionary investment manager, E6 implements, trades, rebalances, and monitors the designated account, strategy, or sleeve consistent with the governing agreement, strategy guidelines, custodial authority, and communicated restrictions. The separately identified qualified custodian or executing broker executes and settles transactions.

Technology, platform, billing, reporting, data, and administrative support do not include client-specific investment advice or discretionary investment management unless a separate written advisory agreement expressly provides otherwise.

Client assets are held by the separately identified qualified custodian. E6 does not physically hold client assets. Custodial statements and confirmations are the official record; E6 and third-party consolidated reports are supplemental.

E6 provides an advisor technology and services platform that may be used by approved registered investment advisers and broker-dealer firms. Platform availability to a broker-dealer does not make E6 Portfolios, LLC a broker-dealer or change which firm is responsible for a recommendation, transaction, account, or customer relationship.

03

Performance materials

Performance displayed in the professional-use model explorer or supplied in other strategy materials may be model or hypothetical performance and may not represent any actual client account. Actual results differ because of implementation timing, cash flows, restrictions, taxes, fees, and other account-specific factors.

Returns may use third-party or manager-supplied data and may be delayed, estimated, preliminary, or revised. Detailed methodology, assumptions, limitations, and the complete applicable presentation are available with the performance material.

Model or hypothetical performance is intended only for an audience for whom E6 has determined the presentation is relevant under its applicable marketing policies and procedures. Access and distribution may be limited. Recipients should review the criteria, assumptions, risks, limitations, and gross and net fee treatment before using the information.

04

Fees and expenses

The annual strategy wrap fee schedule below reflects E6's Investment Strategies Form ADV Part 2A Appendix 1 dated March 27, 2026. Fees are assessed monthly in arrears using the account's average daily balance.

Representative annual program fee schedule
StrategyAnnual program fee
ZERO, 529, Special Needs, and Cash Strategies0.00%
Third-Party Static Strategies0.12%
E6 Strategies0.28%
Daily TLH-Optimized / Third-Party Dynamic Strategies0.38%

Program fees do not necessarily include an independent financial advisor's fee, E6 administrative fees, underlying fund or vehicle expenses, custody and banking fees, transaction costs, or taxes. These additional costs reduce investment returns when applicable.

E6 may charge a $5.00 monthly platform/administration fee to eligible accounts with balances of at least $10,000. That client-charged fee generally does not apply to ZERO or Cash Strategy accounts, unless the applicable agreement provides otherwise. For smaller accounts and certain account types, the Primary Advisor may pay E6 under a separate agreement.

TLO+ is an optional household-level add-on available to eligible households with at least $250,000 in billable E6-managed household assets. Its annual fee is 0.20% on the first $5,000,000 and 0.00% above $5,000,000, in addition to strategy and Primary Advisor fees. The E6 administration fee is generally waived or credited for eligible linked accounts while the household is enrolled in TLO+, subject to the applicable agreements.

“100% advisor payout” refers only to the Primary Advisor retaining the separately established advisory fee where the applicable relationship agreement provides for that arrangement. It is not a broker-dealer commission payout and does not mean the client pays no investment, platform, product, custody, tax, or other costs.

05

Conflicts / affiliations

E6 and certain service providers may be affiliated through common ownership or business arrangements. These relationships can create an incentive to recommend or use affiliated services. The applicable adviser must evaluate the arrangement in the client's or plan's best interest, disclose material conflicts, and identify available alternatives as required.

E6 Portfolios, LLC and MHL TAMP are separately regulated investment-adviser business lines under different legal entities. Their agreements determine which firm designs, selects, manages, implements, administers, bills, and reports a strategy. Each firm's role, fee, authority, and conflict must be stated separately. Use of an affiliated provider is not required.

Securities are offered through MHL Investments, Member FINRA/ SIPC, only when separately identified as the broker-dealer. Insurance services are offered through M. H. LeBlang, Inc. d/b/a M. H. LeBlang Insurance Services, only in the separately identified insurance-agency capacity.

06

Digital tools, uploads, and third parties

The risk-tolerance and statement-scanning tools available on this site are provided through an embedded third-party service. Information entered, uploaded, or connected through those tools is transmitted to and processed by the third-party provider and may be subject to its separate terms, privacy practices, security controls, and retention policies.

Users should upload only information they are authorized to share and should remove unnecessary sensitive identifiers when practical. E6 does not warrant that an automated extraction, score, classification, or analysis will be complete, accurate, or suitable for a particular purpose.

Tool outputs are educational estimates based on the information and assumptions supplied. They do not constitute individualized investment, legal, or tax advice; create an advisory relationship; or constitute a recommendation to buy, sell, or hold an investment.

07

Investment risks

Investing involves risk, including possible loss of principal. No strategy, model, manager, tax technique, or allocation is guaranteed to achieve its objective, produce a particular return, reduce taxes, or avoid loss. Past performance does not predict future results.

Public-market investments are subject to market, interest-rate, credit, liquidity, tracking, counterparty, and operational risks. Derivatives, leverage, short positions, and concentrated exposures can magnify losses.

Private investments involve additional risks, including limited liquidity, transfer restrictions, valuation uncertainty, leverage, default, concentration, delayed redemptions, and multi-year holding periods. They are available only to eligible investors for whom they are suitable.

Digital assets, if used, are highly volatile and speculative and are subject to technology, cybersecurity, fraud, custody, regulatory, pricing, and liquidity risks. Investors should risk only capital they can afford to lose.

Questions about a document or relationship?

Contact hello@e6portfolios.com or call (801) 545-8706.

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