Common Contracts

2 similar Wealth Management Agreement contracts

AN INCOMPLETE AGREEMENT WILL DELAY
Wealth Management Agreement • June 12th, 2019 • Florida

(Hereinafter referred to as the “Client”), and Evensky & Katz, / Foldes Financial Wealth Management a registered investment adviser (hereinafter referred to as the “Adviser”), whose principal office is located in Miami-Dade County, Florida.

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AN INCOMPLETE AGREEMENT WILL DELAY
Wealth Management Agreement • June 12th, 2019 • Florida

(Hereinafter referred to as the “Client”), and Evensky & Katz, / Foldes Financial Wealth Management a registered investment adviser (hereinafter referred to as the “Adviser”), whose principal office is located in Miami-Dade County, Florida.

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