Discretionary Asset Management Services Agreement Sample Contracts

DISCRETIONARY ASSET MANAGEMENT SERVICES AGREEMENT

Discretionary Asset Management Services Agreement • June 7th, 2019 • Pennsylvania

• Contract Type
  Discretionary Asset Management Services Agreement
• Filed
  June 7th, 2019
• Jurisdiction
  Pennsylvania

By this AGREEMENT made this , 20 the undersigned (“Client”) appoints Bluestone Wealth Advisors, Inc., DBA Valley Brook Capital Group (“Adviser”) as investment adviser for certain assets of