Common Contracts
1 similar Investment Advisory Services Agreement contracts
TO INVESTMENT ADVISORY SERVICES AGREEMENTInvestment Advisory Services Agreement • July 16th, 2021
Please insert your complete fee schedule below. Place your fee breakpoints in the “Fee Breakpoints” column (e.g. $0 – $499,999; $500,000 - $999,999; $1,000,000 +). The breakpoint schedule used should match the schedule used in Third Party Money Manager’s account paperwork. The first breakpoint range must start with $0.00 and the last range should be unlimited (e.g. $1,000,000 +, more than $1,000,000) Advisor fee for each associated breakpoint must be entered in the “Account Fee” column (e.g. 1.00%; .80%;
