Account Reporting Clients selecting the “bundled” fee structure will have an account opened at a pre-approved brokerage firm that will serve as the custodian and broker of record. Each client will receive monthly statements, which will include an asset statement and transaction summary for the period. Additionally, clients will receive confirmations from the brokerage firm custodian for all securities transactions. In some cases clients will be able to select the brokerage firm or custodian of their choice; however, the fees will vary and Diastole Wealth Management will endeavor to obtain the best pricing available for the client. Diastole Wealth Management will provide periodic evaluation reports that monitor the progress of the client’s account versus relevant benchmarks. This report will include a market commentary.