Packages & Pricing
Regulation D Equity Fund Packages
| Feature / Service | Bronze $13,000 | Silver $15,000 | Gold $17,500 |
|---|---|---|---|
| OVERVIEW | |||
| Price | $13,000 | $15,000 | $17,500 |
| Maximum Raise Amount | $15 Million | $20 Million | $30 Million |
| Scheduled Meetings | 1 | 2 | 3 |
| General attorney advising / communication time | 2 hours | 3 hours | 6 hours |
| Number of PPM Drafts Included | 2 | 3 | 5 |
| Typical time to receive initial PPM draft | 8–10 bus. days | 6–8 bus. days | 4–6 bus. days |
| ATTORNEY TIME & MEETINGS | |||
| Initial consultation meeting (up to 30 min) | Yes | Yes | Yes |
| Secondary meeting (questionnaire or post-PPM review) | - | Yes (30 min) | Yes (30 min) |
| Staff meeting to assist with questionnaire | - | - | Yes (up to 1 hr) |
| Transaction / acquisition attorney coordination | - | Up to 1 hr | Up to 2 hrs |
| ENTITY FORMATION | |||
| LLCs Formed | 2 | 2 | 3 |
| Filing of formation documents | Yes | Yes | Yes |
| Employer Identification Number (EIN / Tax ID) | Yes | Yes | Yes |
| Operating Agreement (1 draft + 1 final) | Yes | Yes | Yes |
| Initial Resolutions | Yes | Yes | Yes |
| Registered agent registration (if out of state) | Yes | Yes | Yes |
| SUBSCRIPTION BOOKLET (ALL TIERS INCLUDE ALL ITEMS) | |||
| Subscription Agreement | Yes | Yes | Yes |
| Investor Questionnaire | Yes | Yes | Yes |
| Investor Checklist | Yes | Yes | Yes |
| Spousal Agreement & Consent | Yes | Yes | Yes |
| Subscriber Checklist | Yes | Yes | Yes |
| Member Admission & Company Acceptance Document | Yes | Yes | Yes |
| SEC FILINGS & PRIVATE PLACEMENT MEMORANDUM | |||
| File and Draft SEC Form ID | Yes | Yes | Yes |
| File and Draft SEC Form D | Yes | Yes | Yes |
| Review of client Offering Memorandum / business plan | - | Yes | Yes |
| Review of client financial projections | - | Yes | Yes |
| Blue Sky Notice filing explanation (no filings incl.) | Yes | Yes | Yes |
| DISCOUNTS ON ADDITIONAL SERVICES | |||
| 10% off business formation packages (within 90 days) | - | - | Up to 4 packages |
| 10% off trademark packages (within 90 days) | - | - | Up to 2 packages |
Add-On Services (available for any package). Please reach out to us for more information on these additional services.
| Add-On Service |
|---|
| Additional PPM Drafts |
| Rush Fee (4–5 business day turnaround, limited availability) |
| Increase raise limit by $10MM + 1 additional attorney hour |
| Document Signature Coordination |
| Blue Sky Notice Filings |
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.
LLC Packages
| Feature / Service | Bronze $1,250 | Silver $1,750 | Gold $2,500 |
|---|---|---|---|
| OVERVIEW | |||
| Price | $1,250 | $1,750 | $2,500 |
| Maximum Members Included | Up to 2 | Up to 4 | Up to 6 |
| Attorney Meetings Included | 2 | 3 | 4 |
| FORMATION & CORE DOCUMENTS (ALL TIERS) | |||
| Filing of formation documents | Yes | Yes | Yes |
| Employer Identification Number (EIN) | Yes | Yes | Yes |
| Operating Agreement | Yes | Yes | Yes |
| Initial governance documents | Yes | Yes | Yes |
| COMPLIANCE & SEARCH TOOLS | |||
| Name availability search | - | Yes | Yes |
| Trademark availability search | - | Limited | Expanded |
| Entity Tracker (renewal dates & filing requirements) | - | Yes | Yes |
| Renewal reminders | - | - | Yes |
| GOVERNANCE & EDUCATION | |||
| Corporate Governance LLC document package | - | Yes | Yes |
| Nic's Law Lessons — Entity School 101 (6 months) | - | Yes | Yes |
| EXCLUSIVE GOLD CLIENT BENEFITS | |||
| 10% off Asset Protection Plans (engage within 30 days) | - | - | Yes |
| 10% off Trademark Services (engage within 30 days) | - | - | Yes |
Additional Entity Services (available for any package). Please reach out to us if you want to know more about them.
| Service |
|---|
| Foreign Entity Registration |
| Annual Renewal Maintenance |
| Membership Transfer (to current member/company) |
| Membership Transfer (to third party) |
| FINCEN Filing |
| California Statement of Information |
| Entity Dissolution |
Estimated Hard Costs (all packages): Government filing fees, registered agent fees, and similar expenses are not included in any package unless explicitly stated. Fees vary by state.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.
Trademark Application Packages
| Feature / Service | Bronze $800 | Silver $1,500 | Gold $2,500 |
|---|---|---|---|
| OVERVIEW | |||
| Attorney Fee | $800 | $1,500 | $2,500 |
| USPTO Filing Fee (per class, billed separately) | $350 | $350 | $350 |
| INITIAL COUNSELING (ALL TIERS) | |||
| General counseling on trademark requirements, class selection & best filing practices (up to 30 min) | Yes | Yes | Yes |
| TRADEMARK SEARCH & CLEARANCE | |||
| AI Knockout Search (1 class) | - | - | Yes |
| Manual Knockout Search (1 class) | - | Yes | Yes |
| Clearance Search Report & Opinion Letter | - | Yes | Yes |
| APPLICATION FILING | |||
| Preparation & filing of initial application (1 class) | Yes | Yes | Yes |
| Serve as attorney of record / receive USPTO correspondence | - | Yes | Yes |
| Notification of office actions & USPTO correspondence | - | Yes | Yes |
| Response to administrative office actions | - | Yes | Yes |
| MONITORING & POST-REGISTRATION | |||
| US Trademark Monitoring with alerts (conflicting new filings) | 0 Years | 0 Years | 2 Years |
| Extension requests included (excl. USPTO filing fees) | - | - | One |
| Statement of Use filing included (excl. USPTO filing fees) | - | - | Yes |
Package Add-Ons. Please reach out to us for more information on these additional services.
| A-la-Carte Service |
|---|
| Responses to substantive office actions |
| Applications for additional classes of goods |
| Knockout search and opinion letter only (no application filing) |
| Filing statement of use — for intent to use applications |
| Filing of extension request |
| Petition to revive an abandoned application |
| Trademark maintenance (years 5–6) |
| Trademark maintenance (years 5–6) + Statement of Incontestability |
| Trademark maintenance/renewal (years 9–10) |
| Combined Renewal & Continued Use Declaration at 10 years, per class |
| Trademark Monitoring (ongoing) |
USPTO Filing Fee (all packages): $350 per class — this is a government fee separate from attorney fees and is required for every application. Each additional class of goods or services incurs an additional $350 USPTO fee. Responses to substantive office actions are not included in any package and are available as an a-la-carte service.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.
Asset Protection Plan Packages
| Feature / Service | Basic $1,250 | Advanced $1,750 |
|---|---|---|
| OVERVIEW | ||
| Price | $1,250 | $1,750 |
| Best suited for | Smaller entity footprint | Multiple entities / complex structures |
| MEETINGS & CONSULTATION | ||
| Planning meetings included | 1 (up to 30 min) | 2 (up to 60 min combined) |
| ENTITY AUDIT & REVIEW | ||
| Surface-level entity audit | Up to 3 entities | Up to 8 entities |
| Confirmation state renewals & tax filings are current | Yes | Yes |
| Review of Formation Documents | Yes | Yes |
| Confirmation Registered Agent is current | Yes | Yes |
| General review of Governing documents and minutes | Yes | Yes |
| DELIVERABLES (ALL PACKAGES) | ||
| Video explanation of organizational strategy and reasoning | Yes | Yes |
| Organization chart (initial draft + 1 additional draft if needed) | Yes | Yes |
| Structural recommendations regarding edits or changes (actual revisions not included) | Yes | Yes |
| CLIENT VALUE ENHANCERS | ||
| 10% discount on entity formation packages (must engage within 30 days) | Up to 3 packages | Up to 4 packages |
| 10% discount on hourly services from recommendations ($500 max) | Yes | Yes |
| 20% discount on 4+ entity packages | Yes | Yes |
What This Plan Does — and Does Not Do: This service provides strategic review and recommendations only. It does not include drafting or revising governing documents unless separately engaged. Timing begins only after the service agreement is signed, payment is received, and all requested documentation is provided. Estimated timelines are not guarantees.
Cross-Service Opportunity: After completing your Asset Protection Plan, Polymath Legal provides comprehensive formation services for LLCs, Corporations, Joint Ventures, and Limited Partnerships. Ask about bundling formation services with your plan.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.
PPM Investor Review Packages
| Feature / Service | Bronze $750 | Silver $1,000 | Gold $1,500 |
|---|---|---|---|
| OVERVIEW | |||
| Price | $750 | $1,000 | $1,500 |
| Securities Attorney Review Time | 1 Hour | 1.5 Hours | 2.5 Hours |
| Meeting Included | 30 min | 30 min strategy | 60 min strategy |
| DELIVERABLES (ALL TIERS) | |||
| Notes from Attorney's review | Yes | Yes | Yes |
| Video explanation of Attorney's review | - | - | Yes |
| ANALYSIS & ISSUE IDENTIFICATION | |||
| Identification of significant red flags | Yes | Yes | Yes |
| RECOMMENDATIONS & GUIDANCE | |||
| Direction on potential next steps | Yes | Yes | Yes |
Documents typically reviewed include the Private Placement Memorandum (PPM), Governing Documents (Operating Agreements or Bylaws), Subscription Agreement, Investor Questionnaire, and ancillary offering materials. Scope of review depends on time allocation selected. If material deficiencies are identified, a more comprehensive revision or redraft may be recommended.
Need More Than a Review? Polymath Legal provides comprehensive securities drafting services for Real Estate Syndications, Regulation D Equity Funds, Debt Funds, Sub-Funds, and Business Acquisition Offerings. Ask about our full securities offering packages.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.
Regulation D Syndication Packages
| Feature / Service | Bronze $10,000 | Silver $11,500 | Gold $14,000 |
|---|---|---|---|
| OVERVIEW | |||
| Price | $10,000 | $11,500 | $14,000 |
| Maximum Raise Amount | $10 Million | $15 Million | $25 Million |
| Completion Priority | Lowest | Medium | Highest |
| Estimated additional value vs. Bronze | - | +$4,370 | +$10,220 |
| MEETINGS & ATTORNEY TIME | |||
| Initial consultation / questionnaire meeting | Yes | Yes | Yes |
| Secondary meeting | - | Yes | Yes |
| Staff meeting to assist with questionnaire | - | - | Yes |
| Post-first-draft PPM review meeting | - | - | Yes |
| Total included attorney/staff meeting time | 2.5 hrs | 4 hrs | 10 hrs |
| ENTITY FORMATION | |||
| LLCs Formed | 2 | 2 | 3 |
| Filing of formation documents | Yes | Yes | Yes |
| Employer Identification Number (EIN / Tax ID) | Yes | Yes | Yes |
| Operating Agreement (1 draft + 1 final) | Yes | Yes | Yes |
| Initial Resolutions | Yes | Yes | Yes |
| Registered Agent registration (if out of state) | Yes | Yes | Yes |
| SUBSCRIPTION BOOKLET (ALL TIERS INCLUDE ALL ITEMS) | |||
| Subscription Agreement | Yes | Yes | Yes |
| Investor Questionnaire | Yes | Yes | Yes |
| Investor Checklist | Yes | Yes | Yes |
| Spousal Agreement & Consent | Yes | Yes | Yes |
| Subscriber Checklist | Yes | Yes | Yes |
| Member Admission & Company Acceptance Document | Yes | Yes | Yes |
| SEC FILINGS & PRIVATE PLACEMENT MEMORANDUM | |||
| File and Draft SEC Form ID | Yes | Yes | Yes |
| File and Draft SEC Form D | Yes | Yes | Yes |
| Initial PPM Draft | Yes | Yes | Yes |
| Number of PPM Drafts Included | 2 | 3 | 3 |
| Review of client Offering Memorandum / marketing plan | - | Yes | Yes |
| Review of client financial projections | - | Yes | Yes |
| Blue Sky Notice filing explanation (no filings incl.) | Yes | Yes | Yes |
| DISCOUNTS & ADDITIONAL SERVICE PACKAGES | |||
| Discounts on entity formation packages | - | 10% off 1 entity pkg | 10% off up to 2 entity pkgs |
| Discounts on trademark packages | - | 10% off 1 trademark pkg | 10% off up to 2 trademark pkgs |
| Basic Asset Protection Plan Package included | - | - | Yes |
Add-On Services (available for any package)
| Add-On Service | Additional Cost |
|---|---|
| Limited Partnerships instead of LLCs | $1,500 |
| Rush Fee | $1,500+ |
| Increase raise limit by $10M + 1 additional attorney hour | $1,000 |
Estimated Expenses (all packages): Notary ~$50, Registered Agent ~$100, state entity filing fees ~$200/entity. Total typically under $500. Blue Sky Notice filings are a separate add-on: estimate approximately $700 for each state where investors live.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice.
Copyright Polymath Legal PC 2026.