Common Contracts

2 similar Regular Discretionary Investment Advisory Agreement contracts

REGULAR DISCRETIONARY INVESTMENT ADVISORY AGREEMENT
Regular Discretionary Investment Advisory Agreement • April 21st, 2021 • Florida

AGREEMENT, made this between the undersigned party, _ (hereinafter referred to as the “Client”), and ZEGA Financial LLC, a registered investment adviser, whose mailing address is 777 South Flagler Dr Suite 800 West Tower, West Palm Beach, FL 33401 (hereinafter referred to as the “Adviser”).

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REGULAR DISCRETIONARY INVESTMENT ADVISORY AGREEMENT
Regular Discretionary Investment Advisory Agreement • March 12th, 2021 • Maryland

AGREEMENT, made this day of , 20 between the undersigned party, whose mailing address is (hereinafter referred to as the “Client”), and ZEGA Financial LLC, a registered investment adviser, whose mailing address is 10330 Pine Ridge Drive, Ellicott City, MD 21042 (hereinafter referred to as the “Adviser”).

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