Common Contracts

INVESTMENT ADVISORY AGREEMENT

Investment Advisory Agreement • February 15th, 2024 • New York

• Contract Type
  Investment Advisory Agreement
• Filed
  February 15th, 2024
• Jurisdiction
  New York

This account management agreement (this “Agreement”) sets out the terms and conditions under which Pave Investment Advisors, LLC (“Pave” or “ADVISER”), a registered investment adviser, will provide ongoing non-discretionary management services with respect to the assets you load into the Pave account you create in the Pave application (“Pave Account”). This Agreement will become effective, and you will become a Pave client (“CLIENT”, “you”, “your” or similar terms), on the date you sign it. If your Pave Account relates to the assets of your Traditional Individual Retirement Account or Roth IRA (each an “IRA”), “CLIENT”, “you” or “your” refers to both you, as the settlor of the IRA, and the IRA. You will sign this agreement by checking and clicking the “I Agree” button or typing your name in the electronic signature field appearing after you have scrolled through this Agreement, either of which will constitute your electronic signature. Your electronic signature will be the same as if y