track that advisor client services agreement 3
This PDF is a client services agreement from Track That Advisor, LLC (managed by Erica Pauly) that sets terms for onboarding, a $1,000 one-time on-board fee, and a recurring monthly subscription ($600–$800 depending on firm size). It describes services (templates, training, monthly maintenance with 2 hours support), payment terms (non-refundable fees, automatic renewals), termination rules (including liquidated damages equal to 75% of remaining fees in many early-termination scenarios), intellectual property ownership (Consultant retains ownership of templates and IP), limits on liability, and privacy/permissions for a Google Sheets add-on used to host trackers. The Agreement is governed by Arizona law with venue in Phoenix.
Questions this document answers
$1,000.00
$600–$800 per month
0–2 Advisors: $600/month; 3+ Advisors: $800/month
2 hours per month (additional edits billed at $300/hour)
75% of the Fees payable during the remainder of the Initial Term or Renewal Term