This document is an Investment Advisory Agreement that appoints the investment advisor as attorney-in-fact to the trustee. It details the duties and obligations of the investment advisor and provides indemnity to the advisor. It also spells out the duration and termination of the agreement and the governing law of the agreement.
Contra Costa California Investment Advisory Agreement is a legally binding document that establishes a professional relationship between an investment advisor and a client in Contra Costa County, California. This agreement outlines the terms and conditions under which the investment advisor will provide investment advisory services to the client. The primary purpose of the Contra Costa California Investment Advisory Agreement is to ensure both parties' rights and obligations are clearly defined and protected. It defines the scope of the investment advisory services to be provided, including investment objectives, strategies, and any specific limitations or restrictions. Keywords: Contra Costa California, investment advisory agreement, investment advisor, client, investment advisory services, scope, investment objectives, strategies, limitations, restrictions. There are various types of Investment Advisory Agreements that can be customized based on the specific needs and preferences of the client. Some common types of investment advisory agreements include: 1. Discretionary Investment Advisory Agreement: This type of agreement gives the investment advisor the authority to make investment decisions on behalf of the client without obtaining their consent for each transaction. 2. Non-Discretionary Investment Advisory Agreement: Unlike the discretionary agreement, the non-discretionary agreement requires the investment advisor to consult with the client before making any investment decisions. 3. Fee-Based Investment Advisory Agreement: In this type of agreement, the investment advisor charges a fee based on a percentage of the assets under management. The fee is typically calculated annually or quarterly. 4. Performance-Based Investment Advisory Agreement: This agreement allows the investment advisor to receive compensation based on the investment performance. The advisor's fee may be tied to reaching certain pre-determined investment targets. 5. Wrap Fee Investment Advisory Agreement: In a wrap fee agreement, the investment advisor charges a single comprehensive fee that covers both advisory services and transaction costs. This type of agreement simplifies the billing process for the client. 6. Limited Power of Attorney Investment Advisory Agreement: This type of agreement provides the investment advisor with limited authority to execute specific transactions on behalf of the client, typically related to managing investments. Choosing the right type of Contra Costa California Investment Advisory Agreement depends on the client's preferences, investment goals, and risk tolerance. It is essential to carefully review and understand the terms and conditions of the agreement before entering into any contractual relationship with an investment advisor.Contra Costa California Investment Advisory Agreement is a legally binding document that establishes a professional relationship between an investment advisor and a client in Contra Costa County, California. This agreement outlines the terms and conditions under which the investment advisor will provide investment advisory services to the client. The primary purpose of the Contra Costa California Investment Advisory Agreement is to ensure both parties' rights and obligations are clearly defined and protected. It defines the scope of the investment advisory services to be provided, including investment objectives, strategies, and any specific limitations or restrictions. Keywords: Contra Costa California, investment advisory agreement, investment advisor, client, investment advisory services, scope, investment objectives, strategies, limitations, restrictions. There are various types of Investment Advisory Agreements that can be customized based on the specific needs and preferences of the client. Some common types of investment advisory agreements include: 1. Discretionary Investment Advisory Agreement: This type of agreement gives the investment advisor the authority to make investment decisions on behalf of the client without obtaining their consent for each transaction. 2. Non-Discretionary Investment Advisory Agreement: Unlike the discretionary agreement, the non-discretionary agreement requires the investment advisor to consult with the client before making any investment decisions. 3. Fee-Based Investment Advisory Agreement: In this type of agreement, the investment advisor charges a fee based on a percentage of the assets under management. The fee is typically calculated annually or quarterly. 4. Performance-Based Investment Advisory Agreement: This agreement allows the investment advisor to receive compensation based on the investment performance. The advisor's fee may be tied to reaching certain pre-determined investment targets. 5. Wrap Fee Investment Advisory Agreement: In a wrap fee agreement, the investment advisor charges a single comprehensive fee that covers both advisory services and transaction costs. This type of agreement simplifies the billing process for the client. 6. Limited Power of Attorney Investment Advisory Agreement: This type of agreement provides the investment advisor with limited authority to execute specific transactions on behalf of the client, typically related to managing investments. Choosing the right type of Contra Costa California Investment Advisory Agreement depends on the client's preferences, investment goals, and risk tolerance. It is essential to carefully review and understand the terms and conditions of the agreement before entering into any contractual relationship with an investment advisor.
