Forthright Partners provides investment advisory services, portfolio management, and financial planning consulting to individuals, high-net-worth individuals, and corporate clients. Founded in 2022 and based in Las Vegas, Nevada, the firm is owned by Devan Wyson and operates under the business name Forthright Partners. Forthright Partners tailors its investment advice to meet each client's specific goals and risk tolerance, allowing clients to impose restrictions on certain securities or sectors. In addition to managing investment portfolios, Forthright Partners partners with employers to offer financial education and support to employees, covering topics such as cash flow management, debt reduction, college savings, employee benefits optimization, retirement planning, tax strategies, and estate planning. Forthright Partners also offers educational workshops on personal finance topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are charged monthly in arrears based on the market value of assets on the last business day of the previous month. Fees may be negotiated or waived at the firm's discretion.