By Service. a. For investment management services provided under this Agreement, the ADVISER’s fee shall be based upon a percentage (%) of the market value of the Assets under management in accordance with the fee schedule enclosed herewith as “Appendix A.” b. For financial planning services provided under this Agreement, the ADVISER’s fee is negotiable and shall be based on a percentage (%) of the market value of the Assets under management or advisement (generally, 1.00% of such assets), a project fee (generally, $1,000 to $15,000 per project), or an hourly fee (generally, $75 to $400 per hour), as mutually agreed upon in advance between the ADVISER and the CLIENT and set forth in writing on Appendix A. Huckleberry bases its fees on the level and scope of financial planning services provided.
Appears in 2 contracts
Sources: Investment Advisory Agreement, Investment Advisory Agreement