CD
ChFC
CD
ChFC

Christopher Devilleneuve

9 Years of Experience
1 DisclosureSells Insurance

Christopher Devilleneuve is a ChFC-designated registered investment advisor at Forthright Capital Advisory, based in Las Vegas, NV, with 9 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
636 clients
Average Client Portfolio
$102K average
Assets Under Management
$65.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.5M2.00%
$2.5M - $5.0M1.75%
$5.0M - $10.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2024
Other Business ActivitiesSells Insurance

Christopher is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since October 2024. He dedicates about half of his time to soliciting individual life insurance and fixed annuity products.

Employment History
Current Registrations
Forthright Capital Advisory
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Nylife Securities LLCBroker
December 2016 - August 2024 · 7 yrs 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.