Wealth Advisor AgreementWealth Advisor Agreement • June 5th, 2020
This Wealth Advisor Agreement (the “Agreement”) is dated effective as of [Month] [Day], [Year] (the “Effective Date”), by and between [Firm], a [State] limited liability company (“[Firm]”), and [Advisor], an individual residing in the state of [State] (“[Advisor]”). Each of [Firm] and [Advisor] may hereinafter be referred to individually as a “Party” or collectively as the “Parties.”
