Discretionary Investment Advisory AgreementDiscretionary Investment Advisory Agreement • August 29th, 2019 • Florida
This Discretionary Investment Advisory Agreement ("Agreement") is entered into by and between Royal Fund Management, LLC dba 401(k) Maneuver (“Adviser”)1 and online ("Client"), and shall be effective from and after the date this Agreement is signed by Client (the “Effective Date”).
Discretionary Investment Advisory AgreementDiscretionary Investment Advisory Agreement • December 12th, 2022 • Oklahoma
WHEREAS, Advisor provides investment advisory services and Client wishes to retain Advisor to act as his/her investment advisor with the terms and conditions set forth in this Agreement. Unless otherwise stipulated by the Client or Advisor in writing, any subsequently opened Account(s) shall be governed by this Agreement. The authority granted by you to our firm herein shall continue in force until revoked by you in writing. Such revocation shall be effective upon receipt by us.
Discretionary Investment Advisory Agreement (American Funds)Discretionary Investment Advisory Agreement • March 16th, 2022
WHEREAS, the undersigned Client being duly authorized has funds available (“Account”). In consideration of the premises and mutual covenants contained herein, and intending to be legally bound hereby agrees to the following terms and conditions:
DISCRETIONARY INVESTMENT ADVISORY AGREEMENTDiscretionary Investment Advisory Agreement • September 20th, 2018 • California
_ (“Client”), and is dated as of the date executed by Symphony Financial Planning, LLC. Symphony Financial Planning, LLC, is a California-registered investment adviser whose mailing address is 1784 Picasso Ave., Ste. D, Davis, CA 95618-0551.
Discretionary Investment Advisory AgreementDiscretionary Investment Advisory Agreement • August 29th, 2019 • Florida
This Discretionary Investment Advisory Agreement ("Agreement") is entered into by and between Royal Fund Management, LLC dba 401(k) Maneuver (“Adviser”)1 and online ("Client"), and shall be effective from and after the date this Agreement is agreed to electronically by Client (the “Effective Date”).
DISCRETIONARY INVESTMENT ADVISORY AGREEMENTDiscretionary Investment Advisory Agreement • June 5th, 2013 • Connecticut
(the "Client") and LEONARD L. GOLDBERG d/b/a GOLDBERG CAPITAL MANAGEMENT, a sole proprietorship with an office located at 27 Stagecoach Road, Avon, Connecticut 06001 (the "Adviser"). This Agreement shall become effective upon the last date set forth below.
DISCRETIONARY INVESTMENT ADVISORY AGREEMENTDiscretionary Investment Advisory Agreement • November 9th, 2021 • New York
AGREEMENT, made this the between the undersigned party, , (hereinafter referred to as the “CLIENT”), and ROCKINGSTONE ADVISORS LLC, whose principal mailing address is at 292 Main Street, Suite 32, Great Barrington, MA 01230, (hereinafter referred to as “Rockingstone”).
DISCRETIONARY INVESTMENT ADVISORY AGREEMENTDiscretionary Investment Advisory Agreement • January 27th, 2020
, ("Client") and Christian Investment Advisors, Inc. d/b/a CIS Wealth Management Group (herein referred to as “Advisor”), to provide Client with investment advisory services via its brokerage account established at the Client’s designated custodian as listed in Item 2 of this Agreement (the “Account”). This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
