Investment Advisory Contract Lawyers for Berkeley, California

Need help with an investment advisory contract in Berkeley, California?

ContractsCounsel connects businesses and individuals with experienced investment advisory contract lawyers in Berkeley, California to help with drafting, reviewing, and negotiating your legal agreements.

Quick Facts — Investment Advisory Contract Lawyers

Meet some of our Berkeley Investment Advisory Contract Lawyers

Michael M. - Investment Advisory Contract Lawyer in Berkeley, California
View Michael
4.9 (333)
Member Since:
September 10, 2022

Michael M.

Principal
Free Consultation
Los Angeles, California
39 Yrs Experience
Licensed in CA
NYU

www.linkedin/in/michaelbmiller I am an experienced contracts professional having practiced nearly 3 decades in the areas of corporate, mergers and acquisitions, technology, start-up, intellectual property, real estate, employment law as well as informal dispute resolution. I enjoy providing a cost effective, high quality, timely solution with patience and empathy regarding client needs. I graduated from NYU Law School and attended Rutgers College and the London School of Economics as an undergraduate. I have worked at top Wall Street firms, top regional firms and have long term experience in my own practice. I would welcome the opportunity to be of service to you as a trusted fiduciary. In 2022 and 2023, I was the top ranked attorney on the Contract Counsel site based upon number of clients, quality of work and number of 5 Star reviews.

Recent  ContractsCounsel Client  Review:
5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

Alexander N. - Investment Advisory Contract Lawyer in Berkeley, California
View Alexander
5.0 (68)
Member Since:
June 17, 2024

Alexander N.

Founder
Free Consultation
Los Angeles, California
10 Yrs Experience
Licensed in CA
University of Southern California Gould School of Law

Having overseen over $1.2 billion in transaction value, we are able to provide top-tier service at affordable rates, with much more personalized attention and fast turnarounds. After working for a AM Law Top 100 firm, I started my own firm and have been lucky enough to represent numerous conglomerates (FOX, Endeavor, etc.), promising startups, small businesses and private individuals. Our areas of expertise - Business Formations and Operating Agreements; Capital Raises and Debt Financing; Commercial Transactions; M&A; Real Estate; Intellectual Property; Employment and Hiring; Outside General Counsel; Corporate Agreements and Governance; Litigation and Dispute Resolution. We have been featured in The Wall Street Journal, Marketwatch, Yahoo Finance, Variety, Business Insider, Los Angeles Magazine, the LA Times, and others. We are driven by an unwavering commitment to our clients, going above and beyond to deliver results.

Recent  ContractsCounsel Client  Review:
5.0

"This group was incredibly responsive and informative every step of the way."

Dolan W. - Investment Advisory Contract Lawyer in Berkeley, California
View Dolan
5.0 (553)
Member Since:
September 8, 2024

Dolan W.

Attorney
Free Consultation
San Diego, California
10 Yrs Experience
Licensed in CA
Purdue Law School

You need a lawyer who's more than just knowledgeable – you need someone who's on your side. That's where I come in. I'll be there every step of the way, offering clear communication and proactive solutions. Whether you're starting a business or navigating a complex legal matter, I'll help you make informed decisions and achieve your goals. I also have drafted many templates to save you money. Just use this link - https://www.contractscounsel.com/client/lawyer-profile/3764#Templates Why Choose Me? I put you first I'm proactive I'm efficient I'm accessible

Recent  ContractsCounsel Client  Review:
5.0

"Dolan reviewed a services agreement and wrote a fee-structure opinion for my healthcare technology company, a fixed-fee project with real complexity across federal rules and multiple states. He delivered in a day, in tracked changes, with every blank filled and every question answered directly from primary sources instead of punting to "consult local counsel." He even corrected a citation in my own research materials and pointed out a case that cut against my position so I would not rely on it blindly. Clear writer, fast, and worth well more than he charged. I have already brought him a second matter."

William B. - Investment Advisory Contract Lawyer in Berkeley, California
View William
5.0 (46)
Member Since:
May 23, 2025
Rhea d. - Investment Advisory Contract Lawyer in Berkeley, California
View Rhea
5.0 (82)
Member Since:
April 12, 2023

Rhea d.

Attorney
Free Consultation
San Francisco Bay Area, California
29 Yrs Experience
Licensed in CA DC
University of Utah

Rhea de Aenlle is a business-savvy attorney with extensive experience in Privacy & Data Security (CIPP/US, CIPP/E), GDPR, CCPA, HIPAA, FERPA, Intellectual Property, and Commercial Contracts. She has over 25 years of legal experience as an in-house counsel, AM Law 100 firm associate, and a solo practice attorney. Rhea works with start-up and midsize technology companies.

Recent  ContractsCounsel Client  Review:
5.0

"Rhea is very knowledgable, quick, and provides great communication."

Scott M. - Investment Advisory Contract Lawyer in Berkeley, California
View Scott
4.9 (5)
Member Since:
April 23, 2025

Scott M.

Managing Partner
Free Consultation
Los Angeles, CA
39 Yrs Experience
Licensed in CA
Loyola Law School

I am Scott Mayer of The Mayer Law Group, Professional Corporation (please see my law firm website: mayerlawgroup.us, and my professional references on the site). I have been a successful California real estate attorney for over 30 years. I am unique as I am a real estate lawyer, broker, and developer who has experience with every aspect of real estate. I have managed three real estate platforms, including a national real estate development firm, a real estate family office with over $1 billion of commercial real estate under management, and serving as the Chief Real Estate Officer for Orange County, CA. I have managed the purchase and sale of over 125 commercial and residential properties, including the negotiation of purchase and sale agreements and the handling of due diligence, financing, and closing matters. I have negotiated over 225 commercial and residential real estate leases. I have managed the ground-up development of over 70 real estate projects. Most importantly, I am client-centric attorney who enjoys counseling clients on real estate matters. My role is to make sure my client's questions are answered, transaction issues are discussed and resolved, and my client's goals are successfully met.

Recent  ContractsCounsel Client  Review:
5.0

"I hired Scott to review a commercial real estate contract, and I was very pleased with his work. He demonstrated a high level of experience and knowledge throughout the process, clearly explaining key terms and potential issues in a way that was easy to understand. Scott was thorough and detail-oriented, which gave me confidence that nothing important was overlooked. He was also readily available whenever I had questions, making the process smooth and stress-free. He completed the review on time, which was critical for my transaction. Overall, I would highly recommend Scott to anyone in need of a reliable, responsive, and knowledgeable real estate lawyer."

Brittany P. - Investment Advisory Contract Lawyer in Berkeley, California
View Brittany
4.7 (1)
Member Since:
May 28, 2025

Brittany P.

Real Estate General Counsel
Free Consultation
Los Angeles
8 Yrs Experience
Licensed in CA
Pepperdine School of Law

A dedicated real estate attorney with a proven track record of advising and representing clients across all facets of real estate law. Known for delivering exceptional, client-centered service that fosters long-term relationships and repeat business. Skilled in managing complex transactions and providing strategic legal guidance tailored to each client's needs. Committed to staying current on legal developments and industry trends to ensure the highest standard of legal counsel.

Recent  ContractsCounsel Client  Review:
4.7

"Brittany was very professional and very responsive in getting my prenup reviewed. I appreciated her communication throughout the process."

Dana M. - Investment Advisory Contract Lawyer in Berkeley, California
View Dana
Member Since:
March 21, 2025

Dana M.

Family Law Attorney
Free Consultation
Aliso Viejo, CA
23 Yrs Experience
Licensed in CA
Cooley Law School

I have been licensed in California since 2003. I have diverse experience in the legal field and have worked in both public and private sectors. I have primarily worked in the area of family law but have experience in employment immigration and eDiscovery.

Tyler J. - Investment Advisory Contract Lawyer in Berkeley, California
View Tyler
Member Since:
April 22, 2025

Tyler J.

General Counsel
Free Consultation
Vancouver, WA & Irvine, CA
5 Yrs Experience
Licensed in CA WA
Arizona State University, Sandra Day O'Connor College of Law

I am an attorney licensed in California and Washington State with 4 years of experience. I spent three (3) years at a national law firm in the litigation practice section in the Los Angeles and Orange County offices. My experience also includes my current position of general counsel for a credit card processing company in Washington. I have been in this role for just over one (1) year. My expertise includes commercial litigation, securities litigation, FINRA arbitration, employment law, and general corporate law matters.

Erin B. - Investment Advisory Contract Lawyer in Berkeley, California
View Erin
Member Since:
May 5, 2025

Erin B.

Attorney
Free Consultation
Wilmington, NC
13 Yrs Experience
Licensed in CA
University of North Carolina School of Law

I am a licensed attorney who has been practicing California law since 2013. As a licensed attorney, I have acquired significant experience in almost every area of the law. I’m currently pursuing remote career opportunities, as I currently reside in Wilmington, NC. I moved to Wilmington in September 2019 (because my partner became a federal judge here) and started my own California law practice (while working from Wilmington) in February 2020. I am now excited to explore new career opportunities. I am seeking a role that will be an excellent fit for me, given my professional experience, skill set, inherent creativity and extroverted nature.

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Lawyer Reviews for Berkeley Investment Advisory Contract Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

Arizona
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Investment Advisory Contract
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Clients Rate Lawyers 4.9 Stars
based on 21,581 reviews
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ContractsCounsel User

Recent Project:
Investment Advisory Contract Review
Location: California
Turnaround: Less than a week
Service: Contract Review
Doc Type: Investment Advisory Contract
Page Count: 15
Number of Bids: 7
Bid Range: $400 - $1,150
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