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INVESTMENT MANAGEMENT AGREEMENT This INVESTMENT MANAGEMENT AGREEMENT (hereinafter, IMA) is made between WT WEALTH MANAGEMENT, LLC, an SEC Registered Investment Advisor (hereinafter, Advisor) and(hereinafter,
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How to fill out this investment management agreement

01
Review the investment management agreement provided by the investment manager.
02
Familiarize yourself with the terms and conditions stated in the agreement.
03
Fill in your personal information, including your name, address, contact details, and any relevant identification numbers.
04
Specify the investment amount or funds you are entrusting to the investment manager.
05
Provide details about your investment objectives, risk tolerance, and any restrictions or preferences you have regarding the investment strategy.
06
Indicate any additional instructions or guidelines you want the investment manager to consider.
07
Carefully read through the agreement once again to ensure all sections are completed accurately.
08
Sign and date the agreement to indicate your consent and understanding of the terms.
09
Keep a copy of the filled-out investment management agreement for your records.
10
Submit the completed agreement to the investment manager or the designated party as instructed.

Who needs this investment management agreement?

01
Individuals who wish to have their investments managed by a professional
02
High-net-worth individuals seeking specialized investment expertise
03
Individuals who lack the time, knowledge, or desire to actively manage their investments
04
Retirement account holders who want professional management of their retirement funds
05
Businesses or organizations looking to invest excess cash or funds
06
Trusts, estates, or foundations needing investment management services
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This investment management agreement is a legally binding contract between an investment firm and a client outlining the terms and conditions of the management of the client's investment portfolio.
The investment firm and the client are both required to file this investment management agreement.
The investment management agreement should be filled out carefully, ensuring all relevant information such as the investment objectives, fee structures, and risk tolerance levels are accurately recorded.
The purpose of this investment management agreement is to establish a clear understanding of the responsibilities and expectations of both parties involved in managing the client's investments.
The investment management agreement must include details such as the client's investment goals, the investment firm's fee structure, the agreed-upon investment strategy, and the duration of the agreement.
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