A. Description of Advisory Business Rewbix AI Investments LLC ("Rewbix"), an internet advisor offering personalized investment advisory services through its interactive website and platform. The company was formed in 2022 as a Limited Liability Company in Texas and is currently owned by Rewbix Inc., which is, in turn, owned by Devang J. Patel.
As an AI-powered platform, Rewbix tailors investment advice to individual client needs. During registration, clients are requested to complete a detailed questionnaire to provide essential information, enabling Rewbix to understand their financial goals, risk tolerance, and investment preferences. This personalized approach helps us create tailored investment strategies for each client.
B. Types of Advisory Services Offered Rewbix offers a wide range of investment advisory services tailored to meet clients' unique needs. Our services include: 1. Portfolio Management: We design and manage customized investment portfolios using sophisticated AI algorithms, aligning with individual financial goals and risk profiles.
2. Risk Mitigation: Leveraging machine learning and quantitative analysis, Rewbix identifies investment opportunities with high-return potential while managing and mitigating portfolio risk.
3. Dividend Reinvestment: Dividends received in client accounts are automatically reinvested in top-performing stocks, unlocking compounding growth potential.
4. Diversification Strategies: We employ diversification strategies to minimize concentration risk and achieve a well-balanced investment approach.
5. Regular Account Review: Ongoing account reviews ensure investments remain aligned with clients' evolving financial objectives and risk tolerance.
C. Fees and Compensation Rewbix offers a comprehensive Wrap Fee Program that includes a transparent fee structure covering

investment advisory services, trading, custody, and related support services. Our program offers clients a hassle-free fee management experience.
Under the Wrap Fee Program, retail clients are charged a management fee of 2% annually, payable at the beginning of each month in arrears. Qualified investors and accredited investors may also incur a performance fee of up to 20% in addition to the management fee of 2%. To provide clarity on our fee structure, please refer to the wrap fee schedule table below: As of 3/12/2024, Rewbix manages client assets totaling $100,000, rounded to the nearest $100,000.
D. Custody and Brokerage Services To ensure the safety and security of client assets, Rewbix utilizes Interactive Brokers LLC ("IBKR") as a qualified custodian and brokerage. IBKR provides independent custody services, safeguarding client securities and assets. IBKR agrees to provide detailed custodial statements at least quarterly directly to the client showing all disbursements from the account, ensuring transparency and confidence in asset protection. IBKR is currently integrated with the following custody banks: ● Bank of New York ● Fifth Third Bank ● Huntington Bank ● Northern Trust ● J.P. Morgan ● State Street Bank ● UMB Bank ● US Bank E. Discretionary Authority and Fee Withdrawal Authorization During registration, clients grant Rewbix discretionary authority over their accounts at IBKR.
This allows Rewbix to make investment decisions on behalf of clients, including buying and selling securities, without requiring prior approval for each transaction.
Clients also authorize Rewbix to withdraw advisory fees as outlined in the Wrap Fee Program.
The management fee of 2% is deducted at the beginning of each month, streamlining fee processing for clients. Clients also have the option of paying this fee by credit card.