The Investment Advisory Agreement is a ready-to-use finance & investment template you can send for signature in minutes. It is written for 2 signers (advisor and client) and, by default, expires 30 days after it is sent if left unsigned. It covers two signers, agreement, investment. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.
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# Investment Advisory Agreement **Effective Date:** ___________ This Investment Advisory Agreement ("Agreement") is entered into by and between: **Investment Advisor:** ___________ ("Advisor") **Advisor Firm:** ___________ **CRD/IARD Number:** ___________ **Client:** ___________ ("Client") ## 1. Appointment of Advisor The Client hereby appoints the Advisor to act as investment advisor with respect to certain assets and accounts as described herein. The Advisor accepts such appointment and agrees to provide investment advisory services in accordance with this Agreement. ## 2. Scope of Services **Service Type:** ___________ The Advisor shall provide the following services: ___________ **Account Type:** ___________ **Investment Authority:** ___________ ## 3. Investment Objectives and Risk Tolerance **Primary Investment Objective:** ___________ **Risk Tolerance:** ___________ **Investment Time Horizon:** ___________ **Approximate Portfolio Value:** $___________