As Wall Street lawyers that have tried over 100 cases, represent numerous financial institutions, and hundreds of financial advisors nationwide, we assist and educate players and families in connection with choosing a financial advisor as well as in negotiating fees

Out attorneys collectively have hundreds of years of representing some of the largest financial advisory companies in the country as well as hundreds of financial professionals. We have litigated hundreds of financial industry disputes across the country in various state and federal courts as well as in the arbitration forum. We utilize our vast experience in the financial services industry to educate players and families in connection with choosing a financial advisor as well as in negotiating fees. Among other things, we discuss with our clients:

• The Financial Advisor’s background;
• The differences between financial advisory firm models (e.g., traditional brokerage firm; Registered Investment Advisor; Independent financial services firm)
• The financial condition of the financial firm and why it matters;
• What the term “discretion” means and whether to provide it;
• Financial products (e.g., stocks; bonds; mutual funds);
• Corporate finance deals;
• Financial advisory fees;

Our attorneys utilize their vast knowledge and experience in the financial services industry to assist athletes in choosing and negotiating with a financial advisor most suitable to the satisfaction of their stated goals.