Alan Salazar Pamintuan

Forthright Capital Advisory

24 Years of Experience

Sells 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

Chula Vista, CA

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Alan is an insurance agent at Forthright Capital Partners, LLC, spending about half his time soliciting life insurance and fixed annuity products. He is also the single member owner and president of AP Capital Advisory Group LLC, focusing on real estate investment properties and dedicating minimal time to this.