Common Contracts
1 similar Portfolio Management Agreement contracts
Portfolio Management AgreementPortfolio Management Agreement • June 22nd, 2023 • Texas
This Portfolio Management Agreement, together with the exhibits referenced herein and made a part hereof (collectively the “Agreement”), is between Retirement Financial Group, LLC (“Advisor”), a Texas limited liability company registered as an investment advisor with the United States Securities and Exchange Commission (“SEC”), and the Client(s) identified below (collectively, “Client”), and is made effective as of the date it has been executed by all of the undersigned parties (“Effective Date”). This Agreement pertains to Advisor’s provision of ongoing portfolio management services to one or more accounts established (or to be established) by Client at an independent qualified custodian (“Custodian”) and designated for Advisor’s management (collectively, the “Designated Accounts”) and certain additional advisory services in accordance with the following terms and conditions:
