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  • INVESTMENT ADVISORY AGREEMENT

  • This agreement is between MONEYWATCH ADVISORS (MAI) and CLIENT(s

  • In consideration of the mutual promises and undertakings set forth herein, the parties hereby agree as follows:

  • 1. MAI shall provide investment advisory and financial planning services to assist CLIENT(s) in the accomplishment of his/her financial goals.

  • 2. Advisory fees are agreed upon and paid by client on a quarterly basis in advance either by debit to CLIENT(s) account or directly by CLIENT(s CLIENT(s) will be sent advance notice of quarterly fee.

  • 3. This agreement may be terminated at any time by either party. Since fees are paid in advance MAI will refund, upon termination of relationship with the CLIENT(s), a pro rata share of his/her fee computed on a daily basis for the 90-day quarter.

  • 4. This agreement may not be assigned by either party without the prior written consent of the other.

  • 5. MAI shall notify CLIENT(s) of any significant change in the membership of the firm within reasonable time after such change.

  • 6. It is agreed by CLIENT(s) and MAI that this Agreement shall be governed by the Law of the State of Kentucky.

  • 7. CLIENT(s) acknowledges receipt of "WHAT YOU MUST BE TOLD ABOUT MONEYWATCH," the equivalent to our ADV Part II, which accurately reflects our policies, procedures and business practices.

  • MONEYWATCH ADVISORS

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  • MONEYWATCH ADVISORS

    121 Walton Ave

    Lexington, KY 40508

    859-268-1117

    www.moneywatchadvisors.com

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