For Investment Fraud Firms · Paid Media That Survives Securities Review

Investment fraud searches have no "near me." National strategy needs a different agency.

We run paid media exclusively for legal firms — and we've spent two years specifically in investment fraud, securities, and stockbroker misconduct. PPC built to clear Google's securities review, broker-name targeting that other agencies can't operate, and attribution all the way to retainer signed.

14+ months running campaigns for the firm in our case study
One client · Week of May 22, 2026
LA investment fraud firm,
14 mo. relationship · just renewed
Leads (1 wk) 26
Cost per lead $109↓30%
Conversion rate 19.3%
Top campaign CR 21.5%
Investment-fraud-attorney keyword campaign hit 21.52% conversion on 17 leads at $114.88 CPL. CPL has declined ~47% since this firm started with us (from $205 to $109).
Trusted by IF firms in
Los Angeles, CA New York, NY Chicago, IL Miami, FL Boston, MA Houston, TX National practices
The problem with most IF marketing

Investment fraud isn't "another legal vertical."

It's a national practice with a small intent pool, a high-AOV case mix, and a Google ads category that gets aggressively flagged. Generic legal-marketing agencies run it like personal injury — and burn your spend learning that it isn't.

01 ·

Securities ad disapprovals.

"Recover your money" language gets your ads flagged. "Sue your broker" gets you suspended. Most agencies don't know what's allowed in the Financial Products & Services category — and your campaign sits in review while spend bleeds.

02 ·

National strategy, local thinking.

Investment fraud is searched nationally — but agencies still try to bid on "stockbroker fraud attorney near me." Wrong. The CPL math is different, the audience pool is smaller, the conversion windows are longer. You need someone who's done it before.

03 ·

No case-value intelligence.

A $50K loss prospect and a $4M loss prospect cost about the same to acquire — and yet your agency reports them as identical "leads." Without intake-grade scoring tied to loss thresholds, you're optimizing for volume in a vertical that lives on AOV.

What firms tell us in intake
"Three different agencies ran our PPC over four years. Every one of them treated investment fraud like any other legal niche. The ad disapprovals never got handled. The broker-name campaigns never got built. We spent close to half a million and never knew which campaigns produced our actual retainers."
Case study · Patil Law, PC — Los Angeles

14 months. 3 campaign types.
One firm that keeps scaling with us.

The relationship · 14 months in

Patil Law signed in early 2025 on a discounted fee. In March 2026, they renewed at full price.

That's the trust signal. No 12-month lock-in held them — Chetan kept going because the numbers kept improving. CPL dropped from $205 in January to $109 by May. The investment-fraud-attorney keyword campaign now converts at 21.5%, more than double the legal-vertical benchmark.

What's running: a core investment fraud campaign, a brokerage-fraud campaign, and broker-name campaigns built for specific actors (Tunink, Cohen, others) — each with its own dedicated landing page, lead form qualification tied to loss thresholds, and signed-case feedback flowing back into HubSpot.

When Patil's website got hit with a malware injection in January, we caught it before it impacted ad serving. When his credit card declined on Google in April, we sorted it before campaigns paused. That's the day-to-day. The numbers are downstream of the relationship.

Signed Mar 2025 14+ months in, multi-campaign architecture, full attribution stack live.
Renewed Mar 2026 Discount expired. He stayed at full 20% fee. The math worked.
CP
Chetan S. Patil
Patil Law, PC · 300 S. Doheny Drive, Los Angeles, CA
investmentlosslawyer.com · National practice
Performance · Wk of May 22 LIVE
21.5%
Conversion rate on the investment-fraud-attorney keyword campaign — 17 leads at $114.88 CPL
CPL trajectory ↓ since launch
$205
$179
$137
$168
$109
JAN
FEB
MAR
APR
MAY
↓47% CPL reduction over 5 months
+45% Conversion rate WoW
3 Concurrent campaigns running
How we do it

PPC + Meta, built for securities-grade intent.

Investment fraud doesn't run on LSA at scale (the categories are too narrow). PPC carries the volume, Meta surfaces the unaware prospect, and the whole thing has to clear Google's securities ad review on day one — or you're not advertising at all.

Six layers, tuned specifically for IF. Same architecture across every client; the parameters are what change.

01

Securities-compliant ad copy from day one

We know what gets approved and what gets your account flagged. Years of running campaigns in Google's Financial Products & Services category means we ship ads that clear review on the first submission — not the fifth.

Google Ads policySecurities ad reviewManual appeals
02

Broker-name & case-specific campaigns

One core campaign isn't enough. We build dedicated structures for stockbroker fraud, brokerage fraud, FINRA arbitration, Ponzi recovery, and individual broker-name targeting when there's news demand. Each gets its own ad copy, landing page, and lead form.

Multi-campaign architectureNews-cycle pivoting
03

Loss-threshold lead qualification

Your $50K-loss prospect and your $4M-loss prospect look identical in Google Analytics. Not to us. We score leads against loss amount, broker involved, jurisdiction, and case viability — and feed only the high-AOV qualified leads back to Google for bid optimization.

Loss-threshold scoringSmart bidding feedback loop
04

Meta surface + conditional lead forms

Most IF prospects don't search Google first — they scroll Facebook after seeing a news story about their broker. Our Meta lead forms screen by case type (stockbroker, Ponzi, crypto fraud), verify contact info, and route only contactable leads to your CRM.

Meta Lead FormsTwilio verificationConditional logic
05

Call tracking & retainer-stage attribution

CallRail dynamic numbers across every campaign. Lead lifecycle in HubSpot from inquiry → consultation → retainer signed → settlement. You'll know which keyword produced your last $4M case — not just "high-quality lead, source: Google."

CallRailHubSpot lifecycleRetainer attribution
06

Weekly written briefs, monthly strategy

Every week, a real person writes you a paragraph explaining what moved and why. Every month, we look at campaign-level case attribution and decide what to scale, what to pause, and what new broker or fraud type to test next. You'll always know what we'd do with another $5K.

AgencyAnalyticsWeekly briefsMonthly strategy
The receipts

Numbers from actual IF accounts.
Not stock screenshots.

From live or recently-active investment fraud accounts. National practices, mid-five to high-six figure monthly spends, all tracked back to consultation and retainer wherever the firm's intake supports it.

Patil Law · 1 wk
21.5%
Investment-fraud-attorney conversion rate
17 leads at $114.88 CPL on the highest-performing keyword cluster. May 2026.
Patil Law · 5 mo
↓47%
CPL reduction over 5 months
From $205.91 (Jan 2026) to $109.54 (May 2026) through campaign-level optimization.
LA · 90 days
238
Inbound calls in 90 days
Los Angeles investment fraud attorney, driven by high-intent Google Search campaigns.
National · Q1 2026
98
Qualified leads in one month
$13,452 spend, $137.30 CPL. Multi-campaign structure across IF + brokerage fraud.
Lexvertikal vs. the typical legal-marketing agency

A different posture on your account.

What matters
Typical agency
Lexvertikal
Securities ad fluency
Submits ads, hopes they clear, blames Google when they don't.
Years of running Financial Products & Services. We know what triggers a flag.
Vertical focus
PI + family + employment + everything else. IF is "one of the practices."
Legal only. IF is a core competency, not an experiment.
Campaign architecture
One Search campaign with broad keywords. Maybe a Meta campaign.
3–6 dedicated campaigns: core IF, brokerage fraud, broker-name, Ponzi, jurisdiction-specific.
News-cycle responsiveness
Static campaigns. Same ads in January and August.
When a broker hits the news, we have campaigns live within 48 hours.
The primary metric
CPC, CPL, impressions.
Cost per signed retainer. With loss-threshold weighting.
Data & account ownership
Their accounts. You leave with nothing.
Your accounts, day one. You own every asset, always.
Contracts
12-month lockup.
Month-to-month. Our 14-month-and-growing clients stayed because the numbers worked.
Pricing · Built to scale with you

Simple. Transparent.
No "plus a percent" games.

You're on one plan or the other. Never both. No per-channel surcharges. No mystery line items in month three.

Starter
For firms beginning with one channel — typically PPC for IF — and spending up to $10K/month on ads.
$1,800
per month · billed upfront · + one-time $900 setup
  • One channel: PPC, Meta, or LSA
  • Up to $10K/month ad budget
  • Securities-compliant ad copy & submission
  • GTM, CallRail & HubSpot integration
  • Loss-threshold lead scoring
  • Weekly & monthly written reports
  • Real-time AgencyAnalytics dashboard
Start with one channel
It's never $1,800 + 20%. You're on one plan or the other. When your spend crosses $10K/month — or you want a second channel — you switch to Growth. That's the only change. Month-to-month, accounts owned by you, always.
Common questions

If you run an IF firm — these will sound familiar.

Pulled directly from intake calls with investment fraud firms over the past 18 months. If yours isn't here, the founder will answer it live.

Will Google approve our ads?

Yes — and that's not a guess. We've shipped securities ads for IF firms continuously for two years. The Financial Products & Services category has specific language constraints; we know what triggers an automatic flag and what survives manual review. If something does get disapproved, we appeal and rewrite — typically resolved within 24–48 hours. We don't blame Google. We just navigate it.

What budget do we need to see real movement?

$5K/month is the operational minimum for a single PPC campaign — below that, Google's algorithm doesn't have enough data to optimize. For IF specifically, we see meaningful signal at $7.5K–$10K per campaign, with the most predictable results in the $15K–$30K/month range across 2–3 campaign types (core IF + brokerage fraud + a broker-name campaign when news warrants).

Can you target specific brokers by name?

Yes — and we do it regularly. When a broker hits the news (FINRA action, fraud charges, recent settlement), we can have a dedicated campaign live within 48 hours: keyword targeting on the broker's name and firm, custom landing page explaining the situation, lead form qualifying for affected investors. We've done this with multiple specific actors. The blog post connecting it on your site matters; we'll coordinate with your content team or web developer.

How do you handle loss-amount qualification?

Loss threshold is part of every lead form. We disqualify or route low-AOV leads (under your firm's minimum, typically $100K–$250K for traditional IF) before they hit your intake team. Higher-loss leads get fast-tracked — confirmation email, scheduling link, call routing all happen automatically. The result: your team doesn't waste time on inquiries below your case viability threshold.

What about crypto fraud cases?

Mixed. Crypto fraud searches have high volume but typically lower per-case viability (jurisdiction issues, asset recovery challenges, hourly-billing requirements many firms don't want). We've worked with clients who pivoted away from crypto to traditional IF because the unit economics were better. If you want to run crypto, we'll segment it into its own campaign with hourly-billing disclosure baked into the lead form — so you're not closing crypto leads expecting contingency.

I'm already running with another agency. How does the transition work?

30 days' notice to your current vendor. During that window we take ownership of your Google Ads, GA4, GTM, HubSpot, and CallRail accounts (always in your name from day one going forward), audit existing campaign structure (usually rebuilt from scratch — securities ad fluency is rare), and stage new campaigns. Day 31, we go live. No double-spend month. We've migrated several firms off ineffective agencies.

How long until I see signed retainers?

First qualified leads: typically week 2 once campaigns clear review. First signed retainer: highly variable in IF because your sales cycle from inquiry to retainer can run weeks (statements review, FINRA check, fee agreement). We start optimizing on signed-retainer attribution at month 2–3 when there's enough data. The CPL improvement compounds month over month — Patil Law's CPL dropped 47% across the first 5 months.

Who exactly will I be working with?

You'll meet Davor (founder) on the intro call, and he stays on every account. Day-to-day you'll work with him plus a senior media buyer on your campaigns. Total team you'll interact with: 2–3 people, same every week. No account manager rotation.

Take the next step

Let's see if your numbers look anything like Patil's.

30 minutes with the founder. No deck. We'll look at your last 90 days of spend, your campaign structure, your loss-threshold mix, and your retainer pipeline — and tell you, honestly, what we'd run differently and whether we'd take you on.

Book a 30-min strategy call
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