Eron Kennedy is a registered investment advisor at Forthright Partnerstm, based in Reno, NV, with 3 years of industry experience. Eron 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
Reno, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eron works as a trust officer for Premier Trust, discussing trust services with clients, advisors, and attorneys. This activity takes nearly full-time hours.
Employment History
Current Registrations
Forthright Partnerstm
Previous Registrations
Trident Capital Advisors, LLC
State Registrations1 state
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