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Investment Advisory Agreement Lawyers

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Michael S. - Investment Advisory Agreement Lawyer in the United States
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4.9 (7)
Member Since:
April 16, 2023

Michael S.

Managing Partner
Free Consultation
Los Angeles, California
31 Yrs Experience
Licensed in CA, NY
Harvard Law School

I began my career at "big law" firms, worked in-house for 14 years, and now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.

Recent  ContractsCounsel Client  Review:
4.0

"Completed most of the work with majority of the answers correct!"

Nicholas V. - Investment Advisory Agreement Lawyer in the United States
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5.0 (12)
Member Since:
February 28, 2022

Nicholas V.

Attorney
Free Consultation
Denver, CO
8 Yrs Experience
Licensed in AL, CO, NY, TX
Texas A&M University School of Law

I am a solo practitioner, and manager of the Law Office of Nicholas J. Vail, PLLC, with offices in Denver, Colorado and Austin, Texas with a focus on general business and real estate contracts.

Recent  ContractsCounsel Client  Review:
5.0

"Nicholas was great! Highly recommend and I will be using his services again."

Heather B. - Investment Advisory Agreement Lawyer in the United States
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4.8 (24)
Member Since:
November 30, 2025
Bobby H. - Investment Advisory Agreement Lawyer in the United States
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5.0 (6)
Member Since:
June 22, 2023

Bobby H.

Associate Attorney
Free Consultation
Atlanta, Georgia
13 Yrs Experience
Licensed in GA
University of Miami School of Law

Bobby E. Hill, Jr. is a native of Tuscaloosa, Alabama and holds undergraduate degrees in music and business administration from Xavier University of Louisiana. He received his Juris Doctor from the University of Miami School of Law where he was a staff and articles editor for the school’s Race & Social Justice Law Review and a student attorney in the institution’s Immigration Clinic. In addition to freelancing, Bobby is currently a litigation associate at Johnson & Freeman, LLC, a boutique litigation firm in Atlanta, Georgia, where he practices in the firm's Condemnation, Probate, Real Estate Litigation, Real Estate Transactions, E-Discovery and Business and General Civil Litigation Practice areas. In this role, Bobby has acquired appreciable experience in drafting memoranda of law for partners and senior counsel, and all litigation related pleadings including pleadings related to dispositive motions, discovery, appeals, and other post-judgment relief.

Recent  ContractsCounsel Client  Review:
5.0

"Helpful. Professional. Gave us peace of mind on a business partnership agreement."

Jessica M. - Investment Advisory Agreement Lawyer in the United States
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4.8 (4)
Member Since:
June 24, 2023

Jessica M.

Attorney
Free Consultation
Portland, Oregon
26 Yrs Experience
Licensed in OR
Lewis and Clark

Jessica Molligan is an attorney with twenty years of experience in family law, bankruptcy, and litigation.

Recent  ContractsCounsel Client  Review:
5.0

"Jessica was great to work with. We got a quick cliam deed done and it was an easy process to go through with her. Highly reccomend hiring her for any of your needs."

David U. - Investment Advisory Agreement Lawyer in the United States
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4.7 (2)
Member Since:
June 22, 2023

David U.

Attorney
Free Consultation
CO, AZ, OK
26 Yrs Experience
Licensed in AZ, CO
The University of Oklahoma College of Law

For the last 25 years I've focused on representing businesses and entrepreneurs in transactional law deals, including LLC creation, operation and sale of businesses; real estate sales and leasing; and general contract negotiation and drafting. While I've helped all manner of businesses work out a variety of contract and business matters, I am an expert at helping clients with buying and selling commercial properties including multi-family and office projects and buildings, subdivisions, and retail shopping centers. I am also a recognized expert negotiating leases for retail and office tenants and landlords. Over 25 years I've honed my skills a lawyer at one of the largest law firms in the world, an elite real estate boutique in Aspen, Colorado and a highly regarded firm based in Denver, Colorado, before starting my own practice in 2016. Since 2016 I've been helping my clients with real estate and business deals. I'm a commercial real estate and business expert with a passion for helping clients forge successful ventures in an efficient and understandable manner.

Recent  ContractsCounsel Client  Review:
4.7

"David was very informative during our initial call, and helped me understand the scope of work that my project needed depending on how many legal avenues I wanted addressed and covered. The work he provided was detailed and completed by the deadline that he provided."

Christine T. - Investment Advisory Agreement Lawyer in the United States
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Member Since:
July 17, 2023

Christine T.

Partner
Free Consultation
Albany, NY
8 Yrs Experience
Licensed in CT, NJ, NY
UCLA School of Law

Christine E. Taylor focuses her practice in the areas of Hospitality Law, Business Law, Labor and Employment Law, Real Estate Law, Administrative Law, Estate Law and Litigation. Ms. Taylor grew up within the campground industry, working at parks in both the Yogi Bear’s Jellystone Park Franchise and the Kampgrounds of America Franchise. Armed with two decades of experience, Ms. Taylor is quick to point out the legal issues that apply to outdoor hospitality business owners. She has provided a wide variety of services to campgrounds, RV Parks, and glamping venues, including seasonal licenses, waivers, employment contracts, real estate services and even litigation services as needed.

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See Real Investment Advisory Contract Projects

Arizona Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement Review
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California Investment Advisory Contract Review Review
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Lawyer Reviews for 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."

Arizona
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Investment Advisory Contract
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Clients Rate Lawyers 4.9 Stars
based on 19,572 reviews
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ContractsCounsel User

Recent Project:
Review & Update Contract
Location: Florida
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 5
Bid Range: $650 - $1,500

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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Clients Rate Lawyers 4.9 Stars
based on 19,572 reviews

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