SH
SH

Sabrina Hayes

18 Years of Experience
Las Vegas, NV
Sells Insurance

Sabrina Hayes is a registered investment advisor at Forthright Capital, based in Las Vegas, NV, with 18 years of industry experience. Sabrina 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
—
Loading...

Location

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Sabrina is an insurance agent at Forthright Capital Partners, LLC since May 2023, dedicating full-time hours to this role. She solicits individual life insurance and fixed annuity products to consumers.

Employment History
Current Registrations
Forthright Capital
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Lincoln Financial Securities Corporation
March 2022 - May 2023 · 1 yr 2 mos
Lincoln Financial Securities CorporationBroker
March 2022 - May 2023 · 1 yr 2 mos
First Command Advisory Services
December 2019 - March 2022 · 2 yrs 3 mos
First Command Brokerage Services, INC.Broker
December 2019 - March 2022 · 2 yrs 3 mos
Allstate Financial Services, LLCBroker
March 2015 - November 2019 · 4 yrs 8 mos
Farmers Financial Solutions, LLCBroker
May 2012 - March 2015 · 2 yrs 10 mos
PFS Investments INC.Broker
December 2009 - March 2012 · 2 yrs 3 mos
Nationwide Securities, INC.Broker
September 2004 - November 2006 · 2 yrs 2 mos
State Registrations4 states
CANVTXVA
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.
More Advisors