Common Contracts
1 similar Investment Management Agreement contracts
ENVISION FINANCIAL PLANNING, LLC INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • September 20th, 2022 • Tennessee
THIS AGREEMENT (“Agreement”) is made by and among (hereinafter referred to as “Client”, “I” or “me”) and Envision Financial Planning, LLC (hereinafter referred to as “Advisor”). Advisor is an investment adviser registered with the Securities and Exchange Commission (“SEC”). This Agreement will become effective as of the date accepted by Advisor below. All Schedules are incorporated herein by reference and made part of this Agreement.
