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GBM Wealth Management, Inc. Investment Advisory Agreement (Discretionary)THIS INVESTMENT ADVISORY AGREEMENT (the Agreement) is entered into on ___, 20__, by the undersigned client set forth on Exhibit
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How to fill out investment advisory agreement

01
Open the investment advisory agreement document provided by your financial advisor.
02
Fill in your personal information such as name, address, contact details, and social security number.
03
Review the terms and conditions of the agreement including the services provided, fees, and duration of the agreement.
04
Sign and date the agreement to indicate your acceptance of the terms and conditions.
05
Make a copy of the signed agreement for your records and return the original to your financial advisor.

Who needs investment advisory agreement?

01
Individuals seeking financial advice and investment management services.
02
Businesses looking to hire a professional to manage their investment portfolio.
03
Any entity or individual looking to enter into a formal relationship with a financial advisor for investment purposes.
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An investment advisory agreement is a contract between an investor and a financial advisor detailing the terms of the advisory services provided.
Financial advisors and investment professionals are required to file investment advisory agreements.
To fill out an investment advisory agreement, both parties must provide their information, specify the scope of services, and agree on fees and compensation.
The purpose of an investment advisory agreement is to establish a clear understanding of the services provided, fees charged, and responsibilities of both the advisor and the investor.
Information such as the advisor's background, investment strategies, fees, and any potential conflicts of interest must be reported on an investment advisory agreement.
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