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 Genie AI'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
Business Consultant Contract Agreement
An England & Wales legal document terminating a bank guarantee, releasing parties from obligations.
find out more
Board Of Advisors Agreement
A legal agreement under English and Welsh law establishing the terms and conditions for an individual's appointment to a company's advisory board.
find out more
Business Consulting Contract
A legally binding agreement under English and Welsh law that establishes the terms and conditions between a consultant and their client.
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
Investment Consulting Agreement
A U.S.-governed agreement establishing terms for investment consulting services, compliant with federal and state securities laws.
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
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
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
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)