Common Contracts
4 similar Investment Advisory Agreement contracts
Investment Advisory AgreementInvestment Advisory Agreement • August 12th, 2024
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is entered into on , 20 ,, by the undersigned client set forth on Exhibit “A” (“Client”), and GBM Wealth Management, Inc. (“GBM Wealth Management” or “Adviser”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Pursuant to the terms and conditions set forth herein, Client hereby employs GBM Wealth Management as an investment adviser for all assets contained in the investment account or accounts designated on Exhibit “A” (referred to, individually or collectively, as the “Account” or “Client Account”). GBM Wealth Management's duties shall commence, and the compensation referred herein shall begin to accrue, on the earlier to occur of the following (the “Effective Date”): (i) the date on which either broker or custodian, both designated on Exhibit “A” (the “Broker” and the “Custodian”, respectively) notifies GBM Wealth Management that monies, stocks, bonds, fixed income instruments and securities, E
Investment Advisory AgreementInvestment Advisory Agreement • November 1st, 2022 • Texas
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is entered into on , 20 , by the undersigned client set forth on Exhibit “A” (“Client”), and GBM Wealth Management, Inc. (“GBM Wealth Management” or “Adviser”), an investment adviser registered with the Texas State Securities Board (“TSSB”). Pursuant to the terms and conditions set forth herein, Client hereby employs GBM Wealth Management as an investment adviser for all assets contained in the investment account or accounts designated on Exhibit “A” (referred to, individually or collectively, as the “Account” or “Client Account”). GBM Wealth Management's duties shall commence, and the compensation referred herein shall begin to accrue, on the earlier to occur of the following (the “Effective Date”): (i) the date on which either broker or custodian, both designated on Exhibit “A” (the “Broker” and the “Custodian”, respectively) notifies GBM Wealth Management that monies, stocks, bonds, fixed income instruments and securities, ETFs, m
Investment Advisory AgreementInvestment Advisory Agreement • September 12th, 2022 • Texas
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is entered into on , 20 , by the undersigned client set forth on Exhibit “A” (“Client”), and GBM Wealth Management, Inc. (“GBM Wealth Management”), an investment adviser registered with the Texas State Securities Board (“TSSB”) .Pursuant to the terms and conditions set forth herein, Client hereby employs GBM Wealth Management as an investment adviser for all assets contained in the investment account or accounts designated on Exhibit “A” (referred to, individually or collectively, as the “Account” or “Client Account”). GBM Wealth Management's duties shall commence, and the compensation referred herein shall begin to accrue, on the earlier to occur of the following (the “Effective Date”): (i) the date on which either broker or custodian, both designated on Exhibit “A” (the “Broker” and the “Custodian”, respectively) notifies GBM Wealth Management that monies, stocks, bonds, fixed income instruments and securities, ETFs, mutual funds,
Investment Advisory AgreementInvestment Advisory Agreement • July 12th, 2022 • Texas
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is entered into on , 20 , by the undersigned client set forth on Exhibit “A” (“Client”), and GBM Wealth Management, Inc. (“GBM Wealth Management”), an investment adviser registered with the Texas State Securities Board (“TSSB”) .Pursuant to the terms and conditions set forth herein, Client hereby employs GBM Wealth Management as an investment adviser for all assets contained in the investment account or accounts designated on Exhibit “A” (referred to, individually or collectively, as the “Account” or “Client Account”). GBM Wealth Management's duties shall commence, and the compensation referred herein shall begin to accrue, on the earlier to occur of the following (the “Effective Date”): (i) the date on which either broker or custodian, both designated on Exhibit “A” (the “Broker” and the “Custodian”, respectively) notifies GBM Wealth Management that monies, stocks, bonds, fixed income instruments and securities, EFTs, mutual funds,
