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Mediation is an important
alternative dispute resolution method for
resolving issues in as close to a win-win
situation.
Peter J. Conlon, Jr. is a trained mediator
and since 1990 he has mediated over 200
cases. These cases include: contract
disputes, personal injury, employment,
securities and multiparty cross claims. In
1994, Peter J. Conlon, Jr. became qualified
as an arbitrator and since then has heard
cases involving employment, securities and
state usury issues. Peter J. Conlon, Jr. is
on the arbitrator and mediator panel for
FINRA (formerly NASD/NYSE).
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Conlon Financial Advisors & Associates office
facilities are set up to handle cases that have a
limited number of parties involved.
Our facilities offer a comfortable
environment to solve your disputed issues.
MEDIATION FEE
SCHEDULE
- Administrative Fee: There is a one
time, nonrefundable fee of $150, which is
usually shared by the parties. Or an amount
equal to $50 per party if there are 3 or more
parties. This fee is payable at time of
scheduling. The schedule is not firm until the
fee is received.
- Rates: An hourly rate of $150 per
hour is charged with a 4-hour minimum. Fees are
typically shared by all parties or in accordance
with any prior agreement or court order. Payment
of fee is due at the first session.
- Travel: Outside Dallas and Tarrant
Counties reimbursement of out of pocket expenses
(hotel, air fare, etc.) at cost. Mileage is
charged if driving.
MEDIATION LINKS
Expert Witness
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 for preparation of a course of action
for the client to pursue or assists legal
counsel in preparing for resolution by
mediation, arbitration or trial.
Peter J. Conlon, Jr. has
testified as an expert witness at
arbitrations and State District Courts in
Texas.
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 2-hour minimum.
- Appearance: $250 per hour
with a 4-hour minimum for appearance
at Mediation, Arbitration or Trial.
- Travel: Outside of Dallas
or Tarrant Counties reimbursement of
out of pocket expenses (hotel, air
fare, etc.) at cost. Mileage is
charged
if driving.
- 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 - http://www.lawsonline.com
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© Conlon Financial Advisors & Associates 2003-2008. All rights reserved. |
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