Wrap Fee Brochure

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Wrap Fee Brochure

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General Disclaimer

Interest Financial, LLC ("Interest Financial") is an SEC registered investment adviser. By using this website, you accept our Terms of Use and our Privacy Policy. Interest Financial's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Interest Financial does not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. A balanced portfolio requires different investment strategies which Interest Financial does not provide. Brokerage services will be provided to Interest Financial clients through Apex Clearing Corporation ("Apex"), who is an SEC-registered broker-dealer and member FINRA/SIPC. Member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org. Although trading occurs free of commission, relevant SEC & FINRA fees may apply. Please visit Commissions and Fees for our full fee schedule.

Software platform services will be provided by Grifin, LLC ("Grifin") through its patent pending mobile and web software application configured to assist Interest Financial's clients in automatic purchases of securities. Interest Investments, Inc. ("Interest Investments") is the parent company of Interest Financial and Grifin.

grifin® is a registered trademark of Interest Investments, inc.. Other trademarks and logos which may be depicted on the website or app are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, Interest Financial, LLC, Grifin, LLC, and Interest Investments, Inc. are not partners, affiliates, or licensees of these companies.

Notwithstanding the use of services through Apex and Grifin by Interest Financial, LLC, any investment advisor, trade related or brokerage questions shall be communicated to hello@interestfinancial.com. Any questions pertaining to the functionality or use of the Grifin mobile and web software application should be communicated via the chat functionality on the website or app.

All corporate logos and prices are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.

Please read Important Legal Disclosures

Terms of Use Privacy Policy Business Continuity Wrap Fee Brochure Form CRS

Interest Investments, Inc.
802 East Whiting Street
Tampa, FL 33602

V.05 06/25/2026