Common Contracts

Discretionary Wealth Management Agreement

Discretionary Wealth Management Agreement • June 10th, 2020 • Oklahoma

• Contract Type
  Discretionary Wealth Management Agreement
• Filed
  June 10th, 2020
• Jurisdiction
  Oklahoma

We sincerely appreciate the confidence you have expressed in our investment advisory firm and we look forward to working with you. The primary purpose of this Agreement is to spell out in everyday terms what you can expect from us and what we expect from you. We anticipate a positive, long-term and mutually beneficial relationship with you.