Peter J. Conlon, Jr. is a Financial Advisor with over 30 years of academic, military, industrial and financial experience. He provides expert testimony or consulting services for cases, both plaintiff and defense, involving life insurance, securities, investments and standards of practice. Peter J. Conlon, Jr. has expertise regarding fiduciary standards, ERISA, IRS and FINRA standards with regard to suitability, account management, churning and misrepresentation.
Peter J. Conlon, Jr. reviews cases to assist clients in determining a course of action, and assists legal counsel in preparing for mediation, arbitration or trial.
Expert Witness Fee Schedule
Flat Fee: $200 flat fee for review of case materials to determine if Conlon Financial Advisors & Associates is able to work on the case (i.e. clear for conflict of interest, etc.).
Retainer: $1,000 retainer fee for the case.
Hourly Rate: $200 per hour for case research and preparation of opinion with a 5-hour minimum, which is billed against retainer. The remaining fee balance is due upon completion of work.
Depositions: $250 per hour with a two hour minimum.
Appearance: $250 per hour with a four hour minimum for appearance at Mediation, Arbitration or Trial.
Travel: Parties will be charged for out-of-pocket expenses for travel outside the Dallas and Tarrant County area (hotel, airfare, mileage, etc.).
Billing: Retainer is due prior to review of case materials. Hourly rate billed against retainer. Balances billed and due as accrued.
All outstanding fees due prior to any testimony or deposition.
Expert Witness Link
Laws Online -www.lawsonline.com
