Re: Chomsky / Bainco
Dear Noam,
We hope you and Valeria are well. As we approach the end of 2017, we are writing to clarify our understanding of your relationship with Bainco at this time.
Outlined below are the accounts you have at Bainco and our understanding of our continuing services for you, pending any near term decisions that you may make regarding your account. We very much would appreciate further clarification by the end of the year so we can continue to provide our best advice regarding your assets and our best judgment to maximize benefits to you and your family.
• Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action with respect to these accounts and, consequently, we have refunded the 4Q17 management fee. We will continue to provide quarterly reports as in the past.
• Noam Chomsky Revocable Trust and Gull Haven Lane: We are not actively managing these accounts and are not charging a management fee. We will continue to provide quarterly reports as in the past.
• Carol Chomsky Exempt and Non-Exempt Marital Trusts: We are continuing to manage the assets in these accounts and will continue 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 our understanding is incorrect on any of these accounts or if we should anticipate changes to custodian or asset manager.
Regards,
Isabel and Sam
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street I 10th Floor I Boston. MA 02116
EFTA00931023
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This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
please note
The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved
please note
The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE
EFTA00931024
Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved
EFTA00931025
--------- Forwarded message -------------
From: Isabel Scharmer <
Date: Fri, Dec 8, 2017 at 10:01 AM
Subject: Chomsky / Bainco
To: Noam Chomsky <
Cc: Sam Bain <>, Kathleen O'Malley <>, Robert Katz
EFTA00931022
Dear Noam,
We hope you and Valeria are well. As we approach the end of 2017, we are writing to clarify our understanding of your relationship with Bainco at this time.
Outlined below are the accounts you have at Bainco and our understanding of our continuing services for you, pending any near term decisions that you may make regarding your account. We very much would appreciate further clarification by the end of the year so we can continue to provide our best advice regarding your assets and our best judgment to maximize benefits to you and your family.
• Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action with respect to these accounts and, consequently, we have refunded the 4Q17 management fee. We will continue to provide quarterly reports as in the past.
• Noam Chomsky Revocable Trust and Gull Haven Lane: We are not actively managing these accounts and are not charging a management fee. We will continue to provide quarterly reports as in the past.
• Carol Chomsky Exempt and Non-Exempt Marital Trusts: We are continuing to manage the assets in these accounts and will continue 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 our understanding is incorrect on any of these accounts or if we should anticipate changes to custodian or asset manager.
Regards,
Isabel and Sam
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street I 10th Floor I Boston. MA 02116
EFTA00931023
Email Signature Logo
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
please note
The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved
please note
The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE
EFTA00931024
Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved
EFTA00931025
OK. Thanks, Jeffrey.
--------- Forwarded message ----------
From: jeffrey E. jeevacation@gmail.com
Date: Sat, Dec 9, 2017 at 2:32 PM
Subject: Re: Chomsky / Bainco
To: Valeria Chomsky <
tell her your attorney or advisor will respond. please give me the name of your legal counsel
...t for your attorney or advisor will respond. please give me the name of your legal counsel.
On Sat, Dec 9, 2017 at 8:31 PM, Valeria Chomsky <> wrote:
FYI.
What should Noam say?
Yes
On Sat, Dec 9, 2017 at 8:40 PM Noam Chomsky •S wrote: Can I respond to Scharmer by requesting that she contact Richard Kahn?