What’s it cost to work with an attorney when leaving a firm?

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Typically $2,500 retainer and most attorneys are $400-$500 per hr. Depending on receiving firm some reimburse. My needs were approx 3 hrs billed. Well worth having representation for both advice and in the event you need it.

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Depends on if you’re being sued by your last firm. Or trying to get around a cease and desist

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I’m from Louisiana and left EJ almost two years ago. Didn’t consult an attorney, but got some guidance from others advisors that left. Work with my transition team to develop my scripts ( very important) to ensure I complied with EJ’s non-solicit contract .

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I spent like $900 in Louisiana and it was more than worth the peace of mind

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What are your issues?

Message me david@fpwa.com

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Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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