Conan Porter is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Reno, NV, with 37 years of industry experience. Conan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
5301 Kietzke Lane, Suite 100, Reno, NV, 89511-2083
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 Activities
Conan is the sole owner of CP Legacy, LLC, a Nevada LLC, which holds his personal assets for liability protection. This activity is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Waypoint Direct Investments, LLCBroker
Jcc Advisors, LLCBroker
James Alpha Advisors, LLC
Fdx Capital LLCBroker
Northstar Securities, LLCBroker
Atel Securities CorporationBroker
Legg Mason Investor Services, LLCBroker
American Century Investment Services INC.Broker
Scudder Distributors, INC.Broker
Nationwide Advisory Services, INC.Broker
Swift Energy Marketing CompanyBroker
Endeavor GroupBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations12 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.