Buzzery, LLC

Client Relationship Summary (Form CRS)

Is an Investment Advisory Account Right for You?

There are different ways you can get help with your investments. You should carefully consider which types of accounts and services are right for you.

Item 1. Introduction

Buzzery, LLC ("Buzzery") ("Buzzery", "Firm", "We", "Us", "Our") is an SEC registered investment advisor and provides advisory services for a fee rather than for brokerage commissions. As a retail investor, it is important to understand the differences between services and fees of an investment advisor and a broker-dealer. Investor.gov/CRS offers free and simple tools to research firms and financial professionals. Additionally, it also provides educational materials about broker-dealers, investment advisors, and investing.

Item 2. Relationships and Services

What investment services and advice can you provide me?

We offer the following investment advisory services to you:

Referral Services: Buzzery will recommend that Users utilize the services of a third party manager (TPM) to manage a portion of, or all of the User's portfolio. All TPMs that Buzzery refers Users to must be Registered Investment Advisors with the SEC or with the appropriate state authority(ies). Buzzery's advisory business is limited to providing individual Users with an interactive online platform that utilizes a questionnaire and proprietary rules-based modeling to refer a User to at least one TPM who has elected to participate in Buzzery's matching platform. All duties of Buzzery and TPM will be outlined pursuant to an agreement between both parties. Users placed with TPM will be billed in accordance with the TPM's Fee Schedule which will be disclosed to the User prior to signing an agreement.

Please note that Buzzery does not monitor the Users investments. Also, Buzzery does not require an account minimum to utilized our services. However, TPM the User engages may impose such minimums.

Additional Information

For more information about our services, we recommend reading our ADV Part 2A Items 4, 7.

Conversation Starters

"Given my financial situation, should I choose an investment advisory service? Why or why not?"

"How will you choose investments to recommend to me?"

"What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?"

Item 3. Fees, Costs, Conflicts and Standard of Conduct

What fees will I pay?

We are paid for our services as follows:

Referral Services: Buzzery does not charge any fees to Users. However, Users may incur certain fees or charges imposed by third parties, independent from Buzzery in connection with their investments. If a User decides to hire a TPM referred by Buzzery, the User will pay fees to that TPM based on the services the TPM provides to the User and the terms and conditions of the advisory agreement the TPM will execute with the User.

You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. For more information regarding our fees and costs, review ADV Part 2A Item 5.

You may also pay fees and costs applicable to common categories such as custodian fees, account maintenance fees, fees related to mutual funds and variable annuities, and other transactional fees and product-level fees.

Conversation Starters

"Help me understand how these fees and costs might affect my investments. If I give the TPM $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?"

What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.

Referral Services Fees: TPMs may pay us different amounts based upon, among other factors, the fee arrangement with each TPM. This creates a potential conflict of interest for us as we would have an incentive to refer clients to TPMs that pay higher levels of fees. When referring clients to a TPM, the client's best interest will be the main determining factor.

Conversation Starters

"How might your conflicts of interest affect me, and how will you address them?"

Additional Information

For more information about our conflicts of interest, we recommend reading our ADV Part 2A, Items 4 and 10.

How do your financial professionals make money?

As our financial professionals are compensated based on a salary, there is no conflict of interest as their income does not vary based on your account value or service provided. 

Item 4. Disciplinary History

Do you or your financial professionals have legal or disciplinary history?

No, please visit Investor.gov/CRS for a free and simple search tool to research Buzzery and our financial professionals.

Conversation Starters

"As a financial professional, do you have any disciplinary history? For what type of conduct?"

Item 5. Additional Information

To find additional information about Buzzery, such as a full copy of the ADV Part 2, and to request a copy of the Customer Relationship Summary, please go to www.financebuzz.com or send us an email at craigready@launchpotato.com. If you would like to request up-to-date information as well as to request a copy of the relationship summary, please contact us via phone at 888-478-1688. You may also find a copy of the most recent ADV Part 2 here.

Conversation Starters

"Who is my primary contact person? Is he or she a representative of an investment advisor or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?"