1.
www.kaag.co Kendrick Advisory & Advocacy Group, LLC (404) 919-0660
A #WeOwn Initiative
This is an initial initiative by KAAG to facilitate access to capital markets for historically
disadvantaged communities by using group economics to leverage strength and power
to create OWNERSHIP in opportunities and wealth generating vehicles.
NOTE: This is to set up the legal framework; NO MONEY IS BEING INVESTED as you
are paying membership to be a part of the investment group.
(Last updated 5/14/2020)
Q1: What is the initial cost to start an investment group (IG)?
A1: It’s a flat, non-refundable initial fee of $2,500.00. Usually the “founders” split
these costs. NOTE: Each founder, to be a member of their group, would need to
pay up to the membership amount set by the Founders.
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Q2: What does the initial fee of $2,500.00 include?
A2:
1. Initial in person meeting with Founders to decide on scope (education or
investments), fee, target audience, targeted number of subscribers, etc.
2. Organizing with the GA Secretary of State’s office (does not include any
publication fees for a C corp.)
3. Owners Agreement amongst founders
4. Commitment to a 1 hour "Interest call" with those interested in joining group and
5. On going access to me during normal business hours to ask legal questions or
obtain business advice
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Q3: What is the turn around time from once agreement and paid initial fee to initial
meeting with founders?
A3: Seven (7) business days.

2.
www.kaag.co Kendrick Advisory & Advocacy Group, LLC (404) 919-0660
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Q4: How much do members to your IG investment group pay?
A4: It depends on your number of desired subscribers and which of our services you
want after reaching your desired number of members. The minimum amount for
our services are $10,000.00 for holding elections and developing IPP (Internal
Procedures & Protocols) and “Best Practices” meeting with Founders. (NOTE:
All membership fees are paid directly to KAAG and deposited directly into a trust
account and a credit given to the organization.)
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Q5: What happens to KAAG’s participation once your IG gets the required number of
shareholders?
A5: It would it depend on how much funding is collected above the $10,000
minimum. Our billing rate is $350.00 per hour and we provide all business, legal
and investment advisory services for an organization.
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Q6: What happens to the venture if the IG does NOT get the desired number of
shareholders?
A6: The group can continue to form and we can renegotiate a “Phase II” solicitation
process based on the funds that you have now.
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Q7: Does Dar’shun provide investment advice to organizations?
A7: We provide market reporting and investment advice without holding custody of
funds. A separate investment advisory contract is drafted for that part of our
services.
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Q8: What do I need to do to get started?
A8: Sign up for an in person meeting to sign paperwork and set the initial meeting
with Founders. A link is on the website and one will be sent to those on the initial
call.