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INVESTMENT MANAGEMENT AGREEMENT This INVESTMENT MANAGEMENT AGREEMENT (hereinafter, IMA) is made between WT WEALTH MANAGEMENT, LLC, a Registered Investment Advisor (hereinafter, Advisor) and(hereinafter,
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Start by carefully reading the investment management agreement document.
02
Fill out your personal information including your name, address, and contact details.
03
Specify the duration of the agreement, whether it is for a fixed term or ongoing.
04
Clearly state the objectives of the investment management agreement, including your investment goals and risk tolerance.
05
Provide details about the assets that will be managed, such as the type of securities or financial instruments involved.
06
Indicate the fees and compensation structure for the investment management services.
07
Include any restrictions or limitations on the investment manager's authority or discretion.
08
Specify the termination conditions and procedures for ending the agreement.
09
Review the completed agreement thoroughly before signing and consider seeking legal advice if needed.
10
Sign and date the agreement to make it legally binding.

Who needs investment management agreement?

01
Individual investors who want professional assistance in managing their investments.
02
Institutional investors such as pension funds, endowments, and insurance companies.
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High-net-worth individuals who have significant assets and require specialized investment management services.
04
Trustees or executors who are responsible for managing investment portfolios on behalf of beneficiaries.
05
Any entity or individual seeking professional guidance and expertise in making investment decisions.
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An investment management agreement is a contract between an investor and a portfolio manager that defines the terms and conditions of managing the investment portfolio.
Investment managers and investors are typically required to file an investment management agreement.
To fill out an investment management agreement, both parties must carefully review the terms and conditions, provide accurate information about the investment portfolio, and sign the agreement.
The purpose of an investment management agreement is to establish the responsibilities and obligations of the portfolio manager and investor, as well as to outline the investment objectives and strategies.
The investment management agreement must include details such as the investment objectives, risk tolerance, investment strategy, fee structure, and terms of the agreement.
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