| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128
Get directionsNo 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 →Ivan is an insurance agent at Forthright Capital Partners, LLC since August 2023, focusing on life insurance and fixed annuity products. This activity takes nearly full-time hours, with a significant portion occurring during securities trading hours.