Name of Advisor] ADVISORY AGREEMENTAdvisor] Advisory Agreement • November 17th, 2021
WHEREAS, Client wishes to engage Advisor and Advisor agrees to provide its services for the compensation and otherwise in accordance with the terms and conditions contained in this Agreement.
ADVICE AND PLANNING SERVICES PORTFOLIO ADVISOR ADVISORY AGREEMENTAdvisor Advisory Agreement • March 22nd, 2019 • New York
This Agreement sets forth the terms and conditions governing participation in the TIAA Portfolio Advisor program (the “Program”). Advice and Planning Services serves as the sponsor, manager and administrator of the Program and is a division of TIAA-CREF Individual & Institutional Services LLC, (“Services LLC”) an investment adviser registered with the Securities and Exchange Commission. You (“Client”) should read the Program Disclosure Brochure prior to signing the applicable TIAA Portfolio Advisor Application. Client understands and agrees to the following:
