Investment Advisory Agreement
Marotta Wealth Management

This agreement defines the professional relationship of our wealth management services.

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An investment advisory agreement is how you contract a financial advisor’s services. It is the first step to signing up as a client with Marotta Wealth Management.

Our agreement has four sections:

  1. Advisor Obligations / Compensation
  2. Client Obligations / Representations
  3. Risk / Liability
  4. Miscellaneous

To complete, you can fill out the date as well as your name and address in the first sections. Then, also sign and date at the end.

Upon receipt, our representative will also sign and date the form, accepting you as a client of ours.