Common Contracts

Investment Advisory Agreement

Investment Advisory Agreement • January 8th, 2023 • Delaware

• Contract Type
  Investment Advisory Agreement
• Filed
  January 8th, 2023
• Jurisdiction
  Delaware

This investment advisory agreement (this “Agreement” or “Advisory Agreement”) sets out the terms and conditions under which Next Financial Advisors, LLC (“Next Financial”, “we”, “our” or “us”), an investment adviser registered with the United States Securities and Exchange Commission (“SEC”), will provide ongoing discretionary management services (“Services”) with respect to the assets in your investment account (the “Investment Account”). This Agreement will become effective, and you will become our client (“Client”, “you”, “your” or similar terms), on the date you sign it. You will sign this Agreement by checking and clicking the “I Agree” or similarly worded button, which will constitute your electronic signature as outlined in Section 24. Your electronic signature will be the same as if you signed a paper agreement by hand.