Investment Advisory Agreement Lawyers for Modesto, California

Need help with an investment advisory agreement in Modesto, California?

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

Quick Facts — Investment Advisory Agreement Lawyers

Meet some of our Modesto Investment Advisory Agreement Lawyers

Alexander N. - Investment Advisory Agreement Lawyer in Modesto, California
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5.0 (63)
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.

Sarah S. - Investment Advisory Agreement Lawyer in Modesto, California
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5.0 (17)
Member Since:
June 19, 2023

Sarah S.

Principal Attorney and Founder
Free Consultation
Los Angeles, California
22 Yrs Experience
Licensed in CA
Loyola Law School

With 20 years of transactional law experience, I have represented corporate giants like AT&T and T-Mobile, as well as mid-size and small businesses across a wide spectrum of legal needs, including business purchase agreements, entity formation, employment matters, commercial and residential real estate transactions, partnership agreements, online business terms and policy drafting, and business and corporate compliance. Recognizing the complexities of the legal landscape, I am dedicated to providing accessible and transparent legal services by offering a flat fee structure, making high-quality legal representation available to all. My extensive knowledge and commitment to client success establishes me as a trusted advisor for businesses of all sizes.

Faryal A. - Investment Advisory Agreement Lawyer in Modesto, California
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4.9 (213)
Member Since:
February 23, 2023

Faryal A.

Attorney/Counsel
Free Consultation
Houston, Texas
4 Yrs Experience
Licensed in TX
University of Houston

Ms. Ayub is an attorney licensed to practice in Texas. Before moving to the US, she has a number of years of experience in contract review, analysis and drafting. Ms. Ayub is available to help you with your legal problems, as well as filling LLC and other business entity formation documents. To know more about her practice, please visit https://ayublawfirmpllc.com/.

Tsion L. - Investment Advisory Agreement Lawyer in Modesto, California
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4.7 (3)
Member Since:
December 19, 2024

Tsion L.

Fractinal General Counsel
Free Consultation
Los Angeles, California
14 Yrs Experience
Licensed in CA
Stanford Law School

Seasoned Fractional COO and Legal Counsel with a proven track record of driving operational excellence and legal compliance in high-growth companies. Skilled in developing and executing strategic plans, optimizing business processes, and managing complex legal matters. Demonstrated ability to draft commercial, partnership, and sponsorship agreements, file trademark applications and manage IP portfolios, support corporate filings and board governance. Industries served: small and medium sized small business, cannabis, hemp, consumer goods, e-commerce, SAAs and health and wellness.

Recent  ContractsCounsel Client  Review:
5.0

"Great experience, very responsive and professionally handled our needs."

Jo Ann G. - Investment Advisory Agreement Lawyer in Modesto, California
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Member Since:
September 27, 2024

Jo Ann G.

Business Lawyer
Free Consultation
New York Metro Area
41 Yrs Experience
Licensed in CA NJ, NY
California School of Law

Provides outside general counsel advice to corporate or individual clients with a vast range of legal and business matters. Has extensive general counsel experience in a wide range of legal areas. Has a background as an in house general counsel in the manufacturing, retail and consumer goods industries.

Hansen T. - Investment Advisory Agreement Lawyer in Modesto, California
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Member Since:
October 2, 2024
Patrick W. - Investment Advisory Agreement Lawyer in Modesto, California
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Member Since:
October 31, 2024

Patrick W.

Lawyer
Free Consultation
Novato, CA, USA
12 Yrs Experience
Licensed in CA
Santa Clara SOL

Patrick is a seasoned attorney with over 11 years of experience in corporate law, commercial contracts, and regulatory compliance, with a specialization in emerging technologies such as AI and Web 3.0. Patrick works with commercial contract negotiations for technology startups, managing multi-million-dollar agreements, and offering comprehensive corporate governance services, including stock plan administration, cap table management, and day to day advising. One of Patrick’s career highlights includes his tenure at SharesPost Inc., a pioneering fintech startup, where he served as Senior Legal Counsel and later Interim General Counsel. In this role, Patrick led product legal risk management, negotiated SaaS and data processing agreements, and ensured compliance with SEC, FINRA, and DBO regulations. He played a pivotal role in the company's growth working closely with operations and sales, until such time teh company was acquired. In addition to his work at SharesPost, Patrick’s experience includes serving as Policy Counsel at Bird Global and General Counsel and Chief Compliance Officer for Planned Parenthood Northern California, where he oversaw a $60M revenue organization, directed legal strategy for EHR migration, and ensured compliance with state and federal privacy laws.

Brian W. - Investment Advisory Agreement Lawyer in Modesto, California
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Member Since:
December 30, 2024

Brian W.

Founder & President
Free Consultation
Los Angeles, CA
34 Yrs Experience
Licensed in CA
Southwestern Law School

I founded Brian Wynne Law, PC (based in Los Angeles, CA) in late 2023 after spending over 25 years as an in-house lawyer and over 13 years serving in General Counsel and department head-level business & legal affairs, and corporate operations positions. I provide fractional general counsel and legal advisory services to a broad range of companies, both early-stage and more established, primarily in the technology, digital media, and hospitality sectors. I negotiate a variety of sales, licensing, marketing,g and technology agreements, and handle employment, compliance, privacy, board matters, dispute resolution, and risk management matters. I also assist my clients by managing corporate transactions, IP, M&A, and corporate/legal operations as a combination GC/COO.

Melissa K. - Investment Advisory Agreement Lawyer in Modesto, California
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Member Since:
January 24, 2025

Melissa K.

Startup, Business, and Corporate Lawyer
Free Consultation
Los Angeles, California
23 Yrs Experience
Licensed in CA
University of Arizona James E. Rogers College of Law

Your California Attorney for Startup, Business, Corporate, Arts, Publishing, and Entertainment Matters Melissa is a California attorney, assisting startups with general corporate and business counsel, seed-round investors, and international transactions. Melissa also represents entertainment clients with art placements, writer/publisher agreements, licensing, and film and television matters. Melissa received her J.D. from University of Arizona James E. Rogers College of Law and clerked at Kozolchyk National Law Center. She holds a Master of International Management (M.I.M.) from Thunderbird School of Global Management.

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Lawyer Reviews for Modesto Investment Advisory Agreement 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."

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ContractsCounsel User

Recent Project:
Review an annuity contract which is very long with a lot of protection for the insurance company. Am I protected?
Location: California
Turnaround: A week
Service: Contract Review
Doc Type: Investment Advisory Contract
Page Count: 100
Number of Bids: 8
Bid Range: $325 - $5,500

ContractsCounsel User

Recent Project:
Review 1099 Employment Contract
Location: California
Turnaround: Less than a week
Service: Contract Review
Doc Type: Investment Advisory Contract
Page Count: 9
Number of Bids: 5
Bid Range: $400 - $1,250
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