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DISCRETIONARY ASSET MANAGEMENT SERVICES AGREEMENT Blue stone Wealth Advisors, Inc. 538 Valley Brook Road, Suite 100 Venetian, PA 15367 (724) 9418625 FAX (724) 9418719By this AGREEMENT made this, 20
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Discretionary asset management services involve a professional financial advisor making investment decisions on behalf of a client without needing their prior approval for each transaction.
Financial institutions and investment professionals who offer discretionary asset management services are required to file.
Discretionary asset management services can be filled out by providing details of the investment decisions made on behalf of clients, including the types of assets purchased and sold.
The purpose of discretionary asset management services is to provide clients with professional investment management while allowing them to delegate the day-to-day decision-making to an expert.
Information such as client details, investment decisions made, performance reports, and fees charged must be reported on discretionary asset management services.
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