facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

CONSULT Client Agreement

 This CONSULT Client Agreement (“Agreement”) is between MYRA Advisors, LLC (“Advisor”) and you (referred to as “Client,” “you,” or “your).

The Agreement will commence on the date that you consent to the terms of this Agreement by providing your electronic signature. You understand that attaching your e-signature is the legal equivalent of submitting a document signed by hand, and that clicking on the “AGREE” checkmark or button manifests your desire and intent to receive services under the terms described in the CONSULT Client Agreement. 

Advisor may modify the terms of this Agreement, including Schedule A relating to fees, at any time. Advisor will post Agreement modifications to the CONSULT Client Agreement page [https://support.myrawealth.com/en/articles/5317191], which will become effective upon posting. The Agreement will be amended without prior notice to or consent from you. You agree to check the CONSULT Client Agreement page for new versions of the Agreement. You understand that by continuing to maintain an account after the effective date of an amended CONSULT Client Agreement, you are accepting the terms of the revised CONSULT Client Agreement and will be legally bound by all of its terms and conditions, including any new or changed terms or conditions.

  1. Retaining as Financial Consultant. Client hereby retains Advisor and Advisor hereby agrees to provide financial planning services (“Services”) with respect to a specific topic or topics as defined on Schedule A, in accordance with the terms and conditions set forth below.

  2. Client Responsibilities. Client is responsible for providing Advisor with complete and accurate information as required by Advisor to provide Services under this Agreement. Client understands that Advisor’s advice and recommendations rely on the accuracy and completeness of information provided by Client. In providing Services under this Agreement, the Advisor will rely on financial and other information provided by the Client without any duty or obligation to investigate the accuracy or completeness of the information. Where this Agreement relates to Services for more than one person, this includes information and instructions provided by only one such person, and the Advisor shall have no duty or obligation to verify any such information or instructions with any other person.

  3. Confidential Relationship. Information received by Advisor from Client will be kept confidential by Advisor in a manner consistent with applicable law and with Advisor’s Privacy Policy, which Client acknowledges receiving. All information or advice furnished by Advisor to Client shall be treated as confidential and not be disclosed by Client except as required by law.

  4. Fees. The fees for Services under this Agreement are according to the terms set forth in the attached fee schedule (Schedule A).

  5. Consent to Electronic Communications. Client consents to electronic delivery of required disclosure documents and other communications by Advisor. Such consent will remain effective unless revoked by Client. Advisor will transmit information by email in text, PDF, Microsoft Word, or other formats that can be readily viewed, printed, and saved. Client has provided Advisor with one or more valid email addresses that Advisor may use to communicate with Client. Client acknowledges that there may be costs associated with electronic delivery, such as computer equipment costs and on-line charges. The Client may revoke its consent to receive communications electronically at any time by notifying the Advisor.

  6. Receipt of Disclosure Documents. Client acknowledges receipt from Advisor of a copy of Advisor’s Form ADV, Part 2A (“Disclosure Brochure”), Part 2B (“Brochure Supplement”), Part 3 (“Form CRS”), and Privacy Policy. Advisor will provide Client with either a Summary of Material Changes or an updated Disclosure Brochure on an annual basis. Advisor will provide Client with an updated Brochure Supplement when material changes occur. Advisor’s Form ADV, Part 2A and 2B, and Part 3, is also currently available on www.adviserinfo.sec.gov by conducting a Firm search using Advisor’s CRD Number 311475.

  7. Limited Liability. Advisor shall not be liable for any mistake in judgment or for any loss whatsoever except that which may result from a violation of applicable law or an act of bad faith or gross negligence by the Advisor concerning its duties under this Agreement. Furthermore, the Advisor, its officers, directors, employees and agents shall not be responsible for any loss, claim, cost or liability incurred by reason of any act or omission by any broker, dealer, custodian or another third party.

  8. Non-Waiver of Rights by Client. Federal securities laws impose certain obligations on persons acting in good faith, and as such, nothing in this Agreement shall result in any waiver of any or all of the rights which Client shall otherwise enjoy under the federal securities laws.

  9. Assignment. You may not assign this Agreement without our prior express written consent. We shall not assign this Agreement (within the meaning of assignment as defined in the Investment Advisers Act of 1940, as amended) without your consent; provided, however, that you will be deemed to have consented to an assignment if you do not object to such assignment within 30 calendar days after written notice to you of our intent to assign this Agreement.

  10. Termination. Client has the right to terminate this Agreement without penalty or fees within five (5) business days of the Effective Date. This Agreement will terminate according to the terms set forth in Schedule A.

  11. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of New York, except as otherwise required by applicable federal or state securities laws.

  12. Venue. Any and all disputes, claims or controversies arising out of this Agreement or otherwise between you and the Advisor shall be determined by arbitration in accordance with the rules of the American Arbitration Association (“AAA”). The arbitration shall be final and binding, and judgment on the award may be entered in any court having jurisdiction. Client understands that by agreeing to arbitration, Client is waiving all rights to seek remedies in court, unless otherwise mandated by federal or state laws. This clause will not prohibit the parties from seeking provisional remedies in any court of competent jurisdiction. This paragraph shall survive the termination of this Agreement.

  13. Paragraph Headings. All paragraph headings in this Agreement are for convenience of reference only, do not form part of this Agreement, and shall not affect in any way the meaning or interpretation of this Agreement.

  14. Severability. If any provision herein is or should become inconsistent with any present or future law, rule or regulation of any governmental or regulatory body having jurisdiction over the subject matter of this Agreement, such provision shall be deemed to be rescinded or modified in accordance with any such law, rule or regulation. In all other respects, this Agreement shall continue and remain in full force and effect.

  15. Entirety of Agreement. This Agreement contains the entire understanding between Client and Advisor concerning the subject matter of this Agreement. 

  16. Notifications. All notifications required to be sent to the Advisor shall be sent to Legal@MyraWealth.com. All notifications required to be sent to Client shall be sent to the email address for Client currently on record. Client is responsible for informing the Advisor of any changes in email address.

By accepting this Agreement, Client accepts the terms and conditions set forth above, including Schedule A attached hereto. Client consents to electronic delivery of communications as outlined in Section 5. Client acknowledges receipt of Advisor’s Privacy Policy, and Form ADV Parts 2A and 2B, and Form CRS.


Advisor agrees to provide CONSULT Services for Client, to include, but not limited to the following: basic financial planning, education planning, estate planning, insurance planning, investment planning, retirement planning, tax planning, and other planning. 

Advisor may also provide ongoing assistance with the implementation, monitoring, and updating of the plan as necessary while this Agreement is in effect.

Clients may engage an adviser for a  CONSULT services. Fees range from $0 to $15,000 depending on the scope and timeline of the engagement. The scope and timelines are mutually agreed upon by the adviser and client. The fees may be waived under certain circumstances (e.g. promotions).

Clients may avail CONSULT services for an additional fee when enrolled in the FREE subscription -- typically, a 45 minutes consultation (via video or audio call) with an adviser for $250 per consultation. With this service option, this Agreement terminates upon conclusion of the one-time consultation.

Fees are payable by bank transfer (ACH), credit card, or debit card of client's choice. Fees are not prorated for partial months. Fees are non-refundable. A ~3% surcharge may apply for fees paid by credit card.