Adviser’s Compensation. Adviser's compensation for the financial planning services provided pursuant to this Agreement is fee-only and comes exclusively from fees paid by Client. Adviser does not receive a referral fee from any other professionals to whom Client may be referred. Adviser's compensation shall not be based on a share of any capital gains upon or capital appreciation of Client's funds or any portion of Client's funds.
Appears in 2 contracts
Samples: Financial Planning Agreement, Financial Planning Agreement
Adviser’s Compensation. We do not charge a separate fee for this service. It is included in the overall fee you pay our firm for portfolio management services. Adviser's ’s compensation for the financial planning services provided pursuant to this Agreement is fee-only and comes exclusively from fees paid by ClientClient for portfolio management services. Adviser does not receive a referral fee from any other professionals to whom Client may be referred. Adviser's ’s compensation shall not be based on a share of any capital gains upon or capital appreciation of Client's ’s funds or any portion of Client's funds.’s
Appears in 2 contracts
Samples: Financial Planning Agreement, Financial Planning Agreement