Forthright Capital Advisory
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
About This Firm
Forthright Capital Advisory, founded in 2022, manages individually tailored investment portfolios based on clients' goals and risk tolerance. They offer financial planning services covering retirement, risk management, college savings, and estate planning. They also provide employee benefit plan services to employer plan sponsors.
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
Investment management fees are tiered based on the value of your account (see table). For example, a $2,000,000 account would pay an effective fee of 1.50%, which is $30,000 annually or $2,500 monthly. Fees are negotiable for accounts over $10,000,001. There is also an annual $75 tech fee for accounts over $1,000. Financial planning fees range from $2,000 to $10,000 depending on the project's complexity. Ongoing financial planning is $1,000 upfront and $250 per month. Hourly financial planning is available at $300 per hour.
Areas of Practice
Location
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128