Nathaniel Carswell is a CFP-designated registered investment advisor at Forthright Capital Advisory, based in Las Vegas, NV, with 18 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 636 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. FCA also charges all accounts with balances over $1,000 a $75 annual tech fee.
Fee Estimator
Location
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Forthright Capital Advisory
Previous Registrations
Triad Financial Advisors, INC.
Morton Wealth Management LLC
Thrivent Investment Management INC.
First Command Financial Planning, INC.
Edward Jones
State Registrations6 states
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