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INVESTMENT ADVISORY AGREEMENT The undersigned client (the Client) hereby retains BelloAdvisers, LLC (Hello) as investment adviser to manage and supervise the Client's investment account (the Account)
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01
Read the investment advisory agreement thoroughly to understand its terms and conditions.
02
Provide your personal information such as name, address, and contact details.
03
Specify the investment amount or the assets you want the advisor to manage.
04
Include any specific investment goals or restrictions you have.
05
Define the duration or term of the agreement, whether it's for a fixed period or ongoing.
06
Indicate the fees or compensation structure for the advisor’s services.
07
Include provisions for termination or amendment of the agreement if necessary.
08
Ensure that both parties sign and date the agreement.
09
Keep a copy of the signed agreement for your records.

Who needs investment advisory - agreement?

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Individual investors who want professional guidance and advice on their investments.
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High net worth individuals looking to manage their substantial wealth.
03
Businesses or corporations seeking assistance in managing their investment portfolios.
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Retirees or individuals planning for retirement who want to ensure a secure financial future.
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Anyone looking to make informed investment decisions and mitigate risks.
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The investment advisory agreement is a contract between an investment advisor and a client that outlines the terms of the advisory relationship.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities authorities are required to file an investment advisory agreement.
The investment advisory agreement should be filled out by providing all necessary information about the advisor, client, services provided, fees, and other terms of the agreement.
The purpose of the investment advisory agreement is to establish the terms and conditions of the advisory relationship, including services provided, fees, and other important details.
The investment advisory agreement must include details such as the advisor's contact information, services offered, fees, payment terms, and any conflicts of interest.
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Relevant keywords

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