Forthright Capital Advisory, based out of Las Vegas, NV, is a reputable local investment advisory firm with a strong track record of success. With three offices, they cater to a diverse clientele, boasting over 40 individual clients and managing a substantial $6,290,000 in assets. Specializing in employer 401K plans and individual investment management, Forthright Capital Advisory possesses the necessary expertise to navigate the complexities of these portfolios.
With a commitment to providing exceptional service, they offer a range of compensation structures tailored to their clients' needs. These include a percentage of assets...
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Assets Under Mgmt
$6.29M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.