Assets Under Management
$65.0M
Number of Clients
636
Number of Advisors
22
Average Client AUM
$102K
AUM per Advisor
$3.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Forthright Capital Advisory manages individually tailored investment portfolios based on client goals and objectives. They also offer project-based and ongoing financial planning services covering retirement, risk management, college savings, and estate planning. They may use Third Party Managers for portfolio management.
| 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.
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128