Ivan Henriquez is a registered investment advisor at Forthright Capital Advisory, based in Las Vegas, NV, with 7 years of industry experience. Ivan 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
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Ivan is an insurance agent at Forthright Capital Partners, LLC since August 2023, focusing on life insurance and fixed annuity products. This activity takes nearly full-time hours, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Forthright Capital Advisory
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 states
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.