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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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% |
Fees are charged monthly in arrears based on the market value of assets on the last business day of the previous month. Fees may be negotiated or waived at the firm's discretion.
Fee Estimator
Location
Las Vegas, NV
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Regulatory History (1)
Customer Dispute
July 2009Employment History
Current Registrations
Forthright Partnerstm
Previous Registrations
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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.
Exams
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