Forthright Financial Planning LLC
Forthright Financial Planning LLC (CRD# 143287) is a financial advisory firm headquartered in Albuquerque, NM. They manage $8,412,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$98,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jennifer Migdal (CRD# 4952120) is an Investment Advisor Representative working at Forthright Financial Planning LLC in Albuquerque, NM and has over 11 years of experience in the finance industry.