Camille Liljequist
Camille Liljequist is a registered investment advisor at Forthright Capital, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 987 clients with $110M 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 for assets over $10,000,000 are negotiable. Model portfolios are charged an additional 0.15% annual fee. Accounts with balances over $1,000 also incur a $75 annual technology 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
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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