Camille Lorraine Liljequist

Forthright Capital Advisory

2 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningInvestment Management

Forthright Capital Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

636 clients

Average Client Portfolio

$102K average

Assets Under Management

$65.0M

Fee Structure

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

December 2008

Final Disposition

Criminal

April 2008

Final Disposition

Criminal

February 2007

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Camille is a licensed insurance agent with Forthright Capital Partners in Las Vegas, Nevada.