Common Contracts

Investment Advisory Agreement

Investment Advisory Agreement • July 22nd, 2013 • Texas

• Contract Type
  Investment Advisory Agreement
• Filed
  July 22nd, 2013
• Jurisdiction
  Texas

THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is entered into on (Date) , , by the undersigned client set forth on Exhibit “A” ("Client”) and Compass Financial Strategies (“Compass Financial”), an investment adviser registered with the state of Texas. Pursuant to the terms and conditions set forth herein, Client hereby employs Compass Financial as an investment adviser for all assets contained in the investment account designated on Exhibit “A” (referred to as the “Account” or the “Client Account”). Compass Financial' duties shall commence, and the compensation referred to herein shall begin to accrue, on the earlier to occur of the following (the “Effective Date”): (i) the date on which custodian designated on Exhibit “A” (the “Custodian”) notifies Compass Financial that stocks, bonds, fixed income instruments and securities, EFTs, mutual funds, variable annuity sub accounts, variable universal life sub accounts, and any other securities and or contracts and assets, including m