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INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement (Agreement) is entered into as of the date set forth on the signature page hereof by and between CONFLUENCE INVESTMENT MANAGEMENT LLC,
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The legalwritingexperts.com investment advisory agreement is a contract between an investment advisor and a client that outlines the terms of the advisory services being provided.
Investment advisors who are registered with the SEC or state securities regulators are required to file the investment advisory agreement with their clients.
The investment advisory agreement should be filled out with all necessary information regarding the advisor's fees, services offered, and other terms and conditions of the advisory relationship.
The purpose of the investment advisory agreement is to establish a clear understanding between the advisor and the client regarding the services being provided and the responsibilities of each party.
The investment advisory agreement should include details about the advisor's fees, investment strategies, potential conflicts of interest, and any other information relevant to the advisory relationship.
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