Service retainer fee Sample Clauses

Service retainer fee. You may be required to pay a service retainer equivalent to one month’s standard fee if you frequently fail to pay us when due or your outstanding balance exceeds one month’s standard fee.
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Related to Service retainer fee

  • Retainer Fee This Agreement shall have ☐ no retainer fee ☐ a non-refundable retainer fee in the amount of $_ to obtain the Agency’s services under this Agreement (“Retainer Fee”). If a Commission is paid the Retainer Fee shall be deducted from the total Commission amount. The Commission is due and payable at closing by the Buyer. The amount or rate of real estate commissions is not fixed by law. The commission is set by each Broker individually and may be negotiable between the Buyer and the Broker.

  • Annual Fees Tiered Fee Schedule for Premier Wealth Tactical, Premier Wealth Tactical Core, ETF Sector Rotation, Tactical Opportunity, Equity Growth and Value, Equity Growth Opportunity, Equity Dividend Income, and all Premier Wealth Tactical Core/ ETF Sector Rotation Strategies (also known as Xxxxxxxxx Moderate, Xxxxxxxxx Moderately Aggressive, or Xxxxxxxxx Aggressive):

  • Retainer 1.1.1. COUNTY does hereby retain A-E to perform the PROJECTS/SERVICES as required by this CONTRACT.

  • DIRECTORS' FEES Directors' fees and other similar payments derived by a resident of a Contracting State in his capacity as a member of the board of directors of a company which is a resident of the other Contracting State may be taxed in that other State.

  • Director Compensation Petitioner shall not compensate members of the Charter School’s Governing Board in excess of reasonable expenses incurred in connection with actual attendance at board meetings or with performance of duties associated therewith.

  • Annual Fee As compensation for its activities hereunder, the Asset Representations Reviewer shall be entitled to receive an annual fee (the “Annual Fee”) with respect to each Annual Period prior to the termination of the Issuer, in an amount equal to $5,000.

  • Show-Up Compensation An employee who is scheduled for work and reports for work, except for situations addressed in Article 123--Inclement or Hazardous Conditions, and is released from work shall be paid the equivalent of two

  • Monthly Fees ACS will xxxx Customer each month during the term of this Agreement based on number of "Actions" which occurred during the prior month. The definition of "Actions" and fees for each Action will be documented in each Task Order. Customer shall cause ACS to be paid the foregoing fees on a monthly basis within thirty (30) days of ACS' delivery of an invoice for the preceding month's Actions.

  • Referral Fees If you were introduced to us through a solicitor, we may pay that solicitor a referral fee in accordance with Rule 206(4)-3 of the Advisers Act and applicable state securities laws. The referral fee shall be paid solely from the Advisory Fee as discussed above, and shall not result in any additional charge to you. If you were introduced to us through a solicitor, you acknowledge receipt of the written Solicitor Disclosure Statement disclosing the terms of the solicitation arrangement between us and the solicitor, including the compensation to be received by the solicitor from us. THIS CONTRACT CONTAINS A BINDING ARBITRATION PROVISION WHICH MAY BE ENFORCED BY THE PARTIES. Clear Money Path Client(s) X X By: Xxxx X Xxxxxx Client X Client EXHIBIT A Description of Services We shall provide the following services to you (as marked below) in accordance to the Financial Consulting Agreement to which this Exhibit A is attached: Financial Position □ Net Worth Statement □ Cash Flow Statement □ Debt Management Insurance/Survivor Protection Review □ Life Insurance □ Disability Insurance □ Long Term Care Tax Planning □ Strategy and Advice in concert with your tax professional Retirement Planning □ Retirement Income Projection □ Retirement Strategy and Advice □ Business Succession Planning □ Executive Deferred Compensation Plans / Pension Payout Elections Education Goal Planning □ Strategy and Advice Investment Planning □ Asset Allocation / Portfolio review □ Investment Policy Statement Distribution Planning □ Strategic Giving Plan and Advice □ Estate Planning Strategy and Advice Other □ Survivor Binder (we will discuss this when we get together) □ EXHIBIT B Schedule of Fees Our fee for services under the Financial Consulting Agreement to which this Exhibit B is attached is: Financial Position $ Notes: Insurance/Survivor Protection Review $ Notes: Tax Planning $ Notes: Retirement Planning $ Notes: Education Goal Planning $ Notes: Investment Planning $ Notes: Distribution Planning $ Notes: Other $ Notes: Total: $ Retainer Planning Services Packages (to be determined at our meeting) □ Level 1: $ 500 minimum annual retainer fee □ Level 2: $ 1,000 minimum annual retainer fee □ Level 3: $ 1,500 minimum annual retainer fee □ Level 4: $ 2,000 minimum annual retainer fee Retainer Customized Services Packages Our clients’ planning needs are unique. Our job is to help keep our clients keep moving in the right direction, and the objective of our financial planning business is to help our clients determine, every year, the ideal number of planning meetings that make their financial lives easier and most efficient. We offer 4 Levels of Financial Planning Packages, with each level corresponding to the number of planning meetings needed for the calendar year*. □ Level 1: (Typically for clients with a Net Worth over $150,000). This level includes one annual planning meeting for updating our 24/7 planning tool and the client’s Personal Finance Progress Report. (Estate Planning and Insurance is reviewed every 3 years). Additional services include a comprehensive Financial Statement and access to Clear Money Path’s educational materials. □ Level 2: (Typically for clients with a Net Worth over $500,000). This level includes 2 semi-annual planning meetings; one for updating our 24/7 planning tool and the Personal Finance Progress Report, and another for the Estate Planning and Insurance Progress Reports. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, and the Clear Money Path Survivor Binder. □ Level 3: (Typically for clients with a Net Worth over $1,000,000). This level includes 3 planning meetings through the year for updating the 24/7 planning tool and the Personal Finance Progress Report; the Estate Planning and Insurance Progress Reports; and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts. □ Level 4: (Typically for clients with a Net Worth over $1,500,000). This level includes the Level 3 planning meetings throughout the year, and the custom Financial Retreat meeting (which includes your legal and tax professionals and your Next Generation participation). Level 3 meetings include updating of: the 24/7 planning tool and the Personal Finance Progress Report, the Estate Planning and Insurance Progress Reports, and the Strategic Giving Plan. Additional services include a comprehensive Financial Statement, access to the Clear Money Path’s educational materials, coordination of strategies with their legal and tax professionals, the Clear Money Path Survivor Binder, and comprehensive Data Aggregation across all financial accounts.

  • Longevity Stipend One (1) Renton Technical College longevity stipend in the amount of six hundred dollars ($600) will be paid annually in July to each qualifying employee who has ten (10) or more year’s seniority on July 5th.

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