Camille Liljequist
Camille Liljequist is a registered investment advisor at Forthright Capital Advisory, based in Las Vegas, NV, with 3 years of industry experience. Camille 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
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128
Get directionsHistory
Regulatory History (3)
Criminal
December 2008Criminal
April 2008Criminal
February 2007Other Business ActivitiesSells Insurance
Camille is a licensed insurance agent with Forthright Capital Partners in Las Vegas, Nevada.
Employment History
Current Registrations
Forthright Capital Advisory
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.