Terry Szilasi is a ChFC-designated registered investment advisor at Forthright Capital Advisory, based in Spokane Valley, WA, with 6 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 636 clients with $65M 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 | 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. FCA also charges all accounts with balances over $1,000 a $75 annual tech fee.
Fee Estimator
Location
Spokane Valley, WA
Get directionsHistory
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 ActivitiesSells Insurance
Terry is an insurance agent at Forthright Capital Partners, LLC since August 2023, spending full-time hours per month soliciting individual life insurance and fixed annuity products. A significant portion of this time occurs during securities trading hours.
Employment History
Current Registrations
Forthright Capital Advisory
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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