NP
NP

Nicholas Pirsos

7 Years of Experience
Las Vegas, NV
Sells Insurance

Nicholas Pirsos is a registered investment advisor at Forthright Capital, based in Las Vegas, NV, with 7 years of industry experience. Nicholas 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 987 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
987 clients
Average Client Portfolio
$109K average
Assets Under Management
$107.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.5M2.00%
$2.5M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.50%

Fees for assets over $10,000,000 are negotiable. Model portfolios are charged an additional 0.15% annual fee. Accounts with balances over $1,000 also incur a $75 annual technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nicholas is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since 2021. He dedicates full-time hours per month to soliciting individual life insurance and fixed annuity products to consumers.

Employment History
Current Registrations
Forthright Capital Advisory
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Mra Advisory Group
August 2020 - June 2023 · 2 yrs 10 mos
Ethos Investment Advisors, LLC
January 2007 - January 2009 · 2 yrs
State Registrations2 states
MANJ
Advisor

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
No exam information available for this advisor.
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