Eron Kennedy is a registered investment advisor at Forthright Partnerstm, based in Reno, NV, with 4 years of industry experience. Eron 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
Reno, NV
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Regulatory History
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 Activities
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
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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