Financial Planning Services. a. The services to be offered by the ADVISER under this Agreement include initial and ongoing financial planning and/or consulting services. All financially planning services are provided only to the extent specifically requested by the CLIENT and specified on Appendix A herein.
Appears in 3 contracts
Samples: Capital Management Investment Advisory Agreement, Investment Advisory Agreement, Investment Advisory Agreement
Financial Planning Services. a. The services to be offered provided by the ADVISER under this Agreement include initial and ongoing financial planning and/or consulting services. All financially planning services are provided only to the extent such services are specifically requested by the CLIENT and specified on Appendix A hereinCLIENT.
Appears in 1 contract
Samples: Investment Advisory Agreement
