Quinten Smith is a registered investment advisor at Forthright Capital Advisory, based in Princeton, TX, with 2 years of industry experience. Quinten 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
Princeton, TX
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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 ActivitiesSells Insurance
Quinten is a real estate agent/realtor buying and selling houses for clients, dedicating a few hours per week to this activity. He is also an insurance agent for Forthright Capital Partners, LLC, spending about half his time soliciting life insurance and fixed annuity products.
Employment History
Current Registrations
Forthright Capital Advisory
Previous Registrations
Forthright Capital Advisory
Mutual of Omaha Investor Services, INC.
State Registrations2 states
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.