Marc Sultan is a registered investment advisor at Forthright Partnerstm, based in Las Vegas, NV, with 33 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services. Fees are negotiable at Forthright Partners' discretion.
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Employment History
Current Registrations
Forthright Partnerstm
Previous Registrations
Cuso Financial Services
Cuso Financial Services, L.P.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Allstate Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Fisher Investments,inc.
Nuveen Asset Management INC
Nuveen InvestmentsBroker
Lord Abbett Distributor LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.