Stratum Advisory LLC

Last updated: April 8, 2026

This policy outlines the terms relating to advisory engagements, fees, and refunds.

Engagement Basis

All services are provided on a professional advisory basis, with scope, fees, and timelines agreed in advance.

Fees

Fees may be:

  • Fixed (project-based), or
  • Time-based (hourly or retainer)

All fees are agreed prior to commencement of work.

Refunds

Due to the nature of advisory services:

  • Fees are generally non-refundable once work has commenced
  • Time and expertise provided cannot be returned once delivered

Cancellations

If a client cancels:

  • Before work begins — a refund may be issued at our discretion
  • After work has commenced — fees for work completed remain payable

Exceptions

We aim to act reasonably and fairly in all circumstances. Any refund requests will be considered on a case-by-case basis.

Disputes

If you have concerns regarding an engagement, please contact us directly:

We will work to resolve issues in good faith.