| 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 →Charles is a Managing Member/Agent at Forthright Capital Partners, LLC, an insurance agency, since 2020. He dedicates full-time hours to the agency, including time during securities trading hours, soliciting life insurance, reviewing client accounts, and overseeing training programs.