FIRST AMENDMENT TO THE INVESTMENT ADVISORY AGREEMENT
FIRST AMENDMENT TO THE
THIS AMENDMENT dated as of the June 9 of May, 2021, to the Investment Advisory Agreement, dated as of May 30, 2017, as amended (the “Agreement”), is entered into by and between Managed Portfolio Series, a Delaware statutory trust (“Trust”) and Tortoise Capital Advisors, L.L.C., a Delaware limited liability company (the “Adviser”).
RECITALS
WHEREAS, the parties have entered into the Agreement; and
WHEREAS, the parties desire to amend the Agreement to incorporate two newly created series of the Trust; and
WHEREAS, Section 10 of the Agreement allows for its amendment by a written instrument executed by all of the parties.
NOW, THEREFORE, the parties agree to amend and restate Schedule A as attached hereto, to add the Xxxxxx Brandywine Fund and Xxxxxx Brandywine Blue Fund as new series of the Trust.
Except to the extent amended hereby, the Agreement shall remain in full force and effect
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by a duly authorized officer, as applicable, on one or more counterparts as of the date set forth above.
on behalf of the series listed on Schedule A | ||
By: /s/ Xxxxx X. Xxxxxxxxx | ||
Name: Xxxxx X. Xxxxxxxxx | ||
Title: President | ||
XXXXXX ASSOCIATES, LLC | ||
By: /s/ Xxxxx X. Marky | ||
Name: Xxxxx X. Marky | ||
Title: Chief Operating Officer and Chief Compliance Officer | ||
SCHEDULE A
FUNDS AND FEES
| Series of Managed Portfolio Series | Annual Fee Rate as % of Current Net Assets | |||||||
| Xxxxxx Small Cap Growth Fund | 1.00% | |||||||
| Xxxxxx Brandywine Fund | 0.75% | |||||||
| Xxxxxx Brandywine Blue Fund | 0.75% | |||||||
