The Advisor Contract is essential for formalizing professional advisory relationships in the United States. This document is typically used when engaging consultants, subject matter experts, or strategic advisors to provide guidance or services to a business. The contract ensures clarity in roles, responsibilities, and expectations while protecting both parties' interests through well-defined terms for confidentiality, intellectual property, compensation, and liability. It must comply with federal and state regulations, particularly regarding employment classification, securities laws (if applicable), and state-specific contract requirements.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let ¶¶Òõ¶ÌÊÓƵ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies the advisor and the company/client, including full legal names and addresses
2. Background: Explains the context and purpose of the advisory relationship
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Services: Details the specific advisory services to be provided
5. Term and Termination: Specifies duration of agreement and termination conditions
6. Compensation: Details fees, payment terms, and reimbursement provisions
7. Confidentiality: Protects sensitive information shared during the engagement
1. Non-Compete: Restricts advisor from competing activities. Include when protecting business interests is crucial and state laws permit
2. Intellectual Property: Addresses ownership of work product. Include when advisor will create IP during engagement
3. Insurance: Specifies required insurance coverage. Include when advisor's services involve significant risk
4. Compliance: Details regulatory compliance requirements. Include when services are in regulated industries
1. Schedule A - Services Description: Detailed breakdown of advisory services
2. Schedule B - Compensation Details: Detailed fee structure and payment terms
3. Schedule C - Compliance Requirements: Specific regulatory or industry compliance requirements
4. Appendix 1 - Key Performance Indicators: Metrics for evaluating advisor's performance
Authors
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Government Contract Bid Proposals
A formal response to U.S. government contract solicitations, outlining technical capabilities, pricing, and regulatory compliance.
find out more
Holding Company Articles Of Incorporation
A US legal document filed with state authorities to establish a holding company, defining its basic structure and governance.
find out more
Sub Advisor Agreement
A U.S.-governed agreement establishing the relationship between a primary investment advisor and sub-advisor for delegated investment management services.
find out more
Startup Advisory Board Agreement
A U.S.-governed agreement establishing the relationship between a startup and its advisory board members, including duties, compensation, and obligations.
find out more
Senior Advisor Agreement
A U.S.-governed contract establishing terms for senior advisory services, including scope, compensation, and confidentiality provisions.
find out more
Investment Consulting Agreement
A U.S.-governed agreement establishing terms for investment consulting services, compliant with federal and state securities laws.
find out more
Investment Advisory Agreements
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, subject to federal and state securities laws.
find out more
Investment Advisor Contract
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, compliant with federal securities laws.
find out more
Financial Consulting Services Agreement
A U.S.-governed agreement establishing terms for professional financial consulting services, including scope, fees, and regulatory compliance requirements.
find out more
Financial Consulting Engagement Letter
A U.S.-compliant document establishing the terms and conditions between a financial consultant and client, outlining services, fees, and responsibilities.
find out more
Financial Consulting Agreement
A U.S.-governed agreement defining terms for professional financial advisory services between a consultant and client, compliant with federal and state regulations.
find out more
Financial Consultant Contract
A U.S.-governed agreement establishing terms between a financial consultant and client, covering services, compensation, and regulatory compliance.
find out more
Financial Advisory Services Agreement Template
A U.S.-compliant agreement establishing the terms and conditions for professional financial advisory services between an advisor and client.
find out more
Financial Advisory Services Agreement
A U.S.-governed agreement establishing the terms for professional financial advisory services, compliant with federal and state securities laws.
find out more
Financial Advisory Agreement
A U.S.-governed agreement establishing the terms for providing professional financial advisory services, compliant with federal and state securities regulations.
find out more
Financial Advisor Contract Template
A U.S.-compliant contract template establishing the terms and conditions between a financial advisor and client, addressing key regulatory requirements and service parameters.
find out more
Financial Advisor Confidentiality Agreement
A U.S.-governed agreement protecting confidential information exchanged between financial advisors and their clients.
find out more
Financial Advisor Agreement Template
A U.S.-governed agreement establishing the terms and conditions between a financial advisor and client, compliant with SEC and FINRA regulations.
find out more
Advisory Services Contract
A U.S.-governed contract establishing terms for professional advisory services between a consultant and client.
find out more
Advisory Services Agreement
A U.S.-governed contract establishing terms for professional advisory services between a service provider and client.
find out more
Advisor Contract
A U.S.-governed contract establishing terms for professional advisory services, including scope, compensation, and obligations.
find out more
Advisor Agreement Startup Template
A U.S.-compliant legal agreement establishing the terms and conditions between a startup and its advisor, including services, compensation, and confidentiality provisions.
find out more
Advisor Agreement Form
A U.S. legal document establishing terms and conditions for advisory services, including scope, compensation, and obligations.
find out more
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)