Investment Advisory Client Agreement Sample Contracts

ASPIRATION FUND ADVISER, LLC INVESTMENT ADVISORY CLIENT AGREEMENT
Investment Advisory Client Agreement • February 20th, 2022 • California

This Investment Advisory Client Agreement ("Agreement") is entered into by and between Aspiration Fund Adviser, LLC and the Party set forth in the fee addendum.

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ASPIRATION FUND ADVISER, LLC INVESTMENT ADVISORY CLIENT AGREEMENT
Investment Advisory Client Agreement • August 18th, 2021 • California

This Investment Advisory Client Agreement (“Agreement”) is entered into by and between Aspiration Fund Adviser, LLC and the party (“Client”) set forth in the fee addendum.

GENESIS MODEL PORTFOLIOS INVESTMENT ADVISORY CLIENT AGREEMENT
Investment Advisory Client Agreement • March 28th, 2019 • New York

This Investment Advisory Client Agreement (“Agreement”) is entered into by and between Royal Alliance Associates, Inc., (“Royal Alliance” or “Advisor”), a registered investment adviser and securities broker- dealer, VISION2020 Wealth Management Corp., a registered investment adviser and the client (“Client”). Investment Adviser Representative (“Investment Advisory Representative”) is an advisory representative of Advisor and acts on behalf of Advisor.

This Investment Advisory Client Agreement (hereinafter referred to as “Agreement”) is made this 20 , by and between
Investment Advisory Client Agreement • July 7th, 2020 • North Carolina

(hereinafter referred to as “Client” or “the client”) and Capital Investment Advisory Services, LLC (hereinafter referred to as “Adviser”), a North Carolina limited liability company with its principal place of business in Raleigh, North Carolina. In consideration of the premises and the mutual covenants contained herein, the parties agree as follows:

Investment Advisory Client Agreement
Investment Advisory Client Agreement • May 12th, 2023 • North Carolina

between (hereinafter referred to as “Client” or “the client”) and Capital Investment Advisory Services, LLC (hereinafter referred to as “Adviser” or "CIAS”), a North Carolina limited liability company with its principal place of business in Raleigh, North Carolina. In consideration of the premises and the mutual covenants contained herein, the parties agree as follows:

INVESTMENT ADVISORY CLIENT AGREEMENT
Investment Advisory Client Agreement • September 17th, 2021 • New York

This Investment Advisory Client Agreement (the “Advisory Agreement”), which is entered into by you (“you” or the “Client”) and Stackin Financial LLC (“Stackin”, “we” or “our”, may be referred to as “Stackin Invest”), sets forth the terms and conditions under which Stackin offers the program described in Section 1 below (the “Program”) and governs the advisory services that we provide you with respect to your participation in the Program. This Advisory Agreement applies to you if you are an individual who is establishing or has previously established one or more of the accounts enumerated in Section 1 below, including an individual who has previously entered into an Advisory Agreement with Stackin. By clicking or tapping “Accept and Complete Purchase” or otherwise acknowledging your consent electronically, you agree to enter into and be bound by the terms and conditions of this Advisory Agreement. For the avoidance of doubt, this Advisory Agreement may govern multiple accounts enumerate

Investment Advisory Client Agreement
Investment Advisory Client Agreement • November 3rd, 2008 • Massachusetts

THIS AGREEMENT is by and between the above named party (hereinafter referred to as "Client") and , an investment advisory representative (hereinafter referred to as "Adviser Representative”) of Cantella & Co., Inc.

Investment Advisory Client Agreement
Investment Advisory Client Agreement • November 3rd, 2008 • Massachusetts

THIS AGREEMENT is by and between the above named party (hereinafter referred to as "Client") and , an investment advisory representative (hereinafter referred to as "Adviser Representative”) of Cantella & Co., Inc.

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