| 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
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →John is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since February 2024, dedicating about half of his time to the solicitation of individual life insurance and fixed annuity products.