Financial Planning Services and Compensation. The CLIENT acknowledges and understands that the services to be provided by ADVISER under this Agreement include financial planning to the extent requested by a CLIENT. Such services include, but are not limited to, cash flow planning, goal setting, retirement planning, insurance planning, and estate planning. ADVISER planning and consulting fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis, and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). The fees for financial planning may be waived or reduced in the sole discretion of the ADVISER. On Exhibit A, CLIENT will select whether they would prefer that financial planning services be performed on an hourly or fixed fee rate and the ADVISER will disclose the amount of the fee. Fees for financial planning services are generally billed at the time they are performed and payment is due within thirty days of receipt of an invoice.
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Samples: Discretionary Investment Advisory Agreement, Discretionary Investment Advisory Agreement, Discretionary Investment Advisory Agreement
