Home Contract Lawyers Investment Advisory Services Agreement

Investment Advisory Services Agreement Lawyers

Need help with an investment advisory services agreement in the United States?

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

Quick Facts — Investment Advisory Services Agreement Lawyers

Find Investment Advisory Services Agreement Lawyers by City

Meet some of our Investment Advisory Services Agreement Lawyers

Jared F. - Investment Advisory Services Agreement Lawyer in the United States
View Jared
4.8 (10)
Member Since:
March 4, 2024

Jared F.

Managing Attorney
Free Consultation
Salt Lake City, UT
22 Yrs Experience
Licensed in NV, UT
Harvard Law School

Jared Fields is an experienced business lawyer and litigator with experience in diverse industries and practice areas. Prior to launching his own practice, he served as the chief legal officer for a group of privately-owned companies, including a real estate development group, construction companies, multiple franchisees, and a professional soccer team. As a result, he is experienced in real estate transactions, commercial agreements of varying degrees of sophistication, employment matters, and litigation, as well as general business legal advice. He was also an in-house attorney for a renewable energy company, where he was responsible for litigation, investigations, enforcement actions, and related securities filing disclosures. Mr. Fields also spent many years as a litigator in private practice, representing clients in matters ranging from securities litigation, to breach of contract, to cases involving real estate and financial services. Mr. Fields has particular experience in legal matters that may involve complex financial, accounting, valuation, and other quantitative issues.

Recent  ContractsCounsel Client  Review:
5.0

"It has been such a refreshing experience working with Jared. Highly Recommended!"

Tim E. - Investment Advisory Services Agreement Lawyer in the United States
View Tim
4.8 (63)
Member Since:
August 12, 2020

Tim E.

Founding Member/Attorney
Free Consultation
Cleveland, OH
12 Yrs Experience
Licensed in OH
Cleveland State University College of Law

Tim advises small businesses, entrepreneurs, and start-ups on a wide range of legal matters. He has experience with company formation and restructuring, capital and equity planning, tax planning and tax controversy, contract drafting, and employment law issues. His clients range from side gig sole proprietors to companies recognized by Inc. magazine.

Recent  ContractsCounsel Client  Review:
5.0

"Tim was excellent! I gave him project details (liability waiver and rental agreement) and what I needed and he produced the day he said he would with ZERO revisions needed. Highly recommend."

Nicholas V. - Investment Advisory Services Agreement Lawyer in the United States
View Nicholas
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."

Joshua S. - Investment Advisory Services Agreement Lawyer in the United States
View Joshua
5.0 (5)
Member Since:
September 14, 2023

Joshua S.

Managing Partner
Free Consultation
New York, New York
20 Yrs Experience
Licensed in NY
Boston University

Joshua is an experienced attorney with deep expertise in finance, corporate, and business law. He offers practical legal solutions and personal service. As Managing Partner of Soloway Group PC, he advises startups, growing companies and investment funds on key issues, from formation to fundraising, stock issuances, trademarks and general business. He started out structuring funds and transactions at PwC before launching his own firm in 2009. He has been a partner in several New York law firms and has founded several companies including a banking firm, a real estate business, and a Cleantech company. Joshua has also served as Chief Legal Officer and Chief Strategy Officer of several companies in the tech, real estate, consulting, and sustainability industries. Prior to law school he was an early employee at a SoftBank-backed startup until it’s acquisition. Over the years, Joshua has helped many clients to launch, finance and grow successfully.

Recent  ContractsCounsel Client  Review:
5.0

"Very competent attorney who gets to the point quickly and cheerfully."

Sarah P. - Investment Advisory Services Agreement Lawyer in the United States
View Sarah
Member Since:
September 12, 2023

Sarah P.

Attorney
Free Consultation
Lemont, Illinois
12 Yrs Experience
Licensed in IL
University of Illinois Urbana-Champaign

Sarah graduated magna cum laude from the University of Illinois College of Law in 2013. Prior to opening her own practice, Sarah worked in a large law firm defending corporate clients. She then transitioned to a smaller firm where her longing to serve clients in the surrounding community became evident. With her prior experience, Sarah opened her own firm in 2016 and has since served Lemont and the surrounding areas.

Joseph K. - Investment Advisory Services Agreement Lawyer in the United States
View Joseph
Member Since:
September 13, 2023
Sarah F. - Investment Advisory Services Agreement Lawyer in the United States
View Sarah
Member Since:
September 15, 2023

Sarah F.

Junior Partner
Free Consultation
Raleigh, NC
7 Yrs Experience
Licensed in NC, WY
Campbell Law School

Sarah brings together her accounting and legal background to help solve client problems. Sarah couples her broad, general commercial legal background with our client’s international and business problems to arrive at elegant solutions that work for their business.

Find the best lawyer for your project

Browse Lawyers Now

See Real Investment Advisory Contract Projects

Arizona Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement Review
  • Arizona
  • 3 lawyer bids
  • $695 - $2,250
View Details
New York Create Investment Advisory Agreement Drafting
  • New York
  • 7 lawyer bids
  • $400 - $3,000
View Details
Washington Lost 100K in https://btchep.com/#/home Drafting
  • Washington
  • 4 lawyer bids
  • $75 - $850
View Details

See all Investment Advisory Contract projects

Lawyer Reviews for Investment Advisory Services 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
Premium
Review
Investment Advisory Contract
ContractsCounsel User

Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

View Trustpilot Review

Need help with an Investment Advisory Services Agreement?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 20,125 reviews
Financial lawyers by top cities
See All Financial Lawyers
Investment Advisory Services Agreement lawyers by city
See All Investment Advisory Services Agreement Lawyers

ContractsCounsel User

Recent Project:
Create Financial Advisory Services Agreement
Location: New York
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 7
Bid Range: $700 - $1,500

ContractsCounsel User

Recent Project:
Frozen Funds
Location: Nevada
Turnaround: Over a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 2
Bid Range: $499 - $850

Need help with an Investment Advisory Services Agreement?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 20,125 reviews

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call

Find lawyers and attorneys by city