Michael Porter
Michael Porter is a registered investment advisor at Ashton Thomas Private Wealth, based in Casper, WY, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,569 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas offers investment management services through a wrap program, where you pay a single annual fee that includes investment advice, trade execution, custody, and reporting. The annual wrap program fee ranges up to 2.99%, depending on the asset composition in the account. Ashton Thomas may use independent managers, and the total advisory fee will not exceed 2.99% per year. Ashton Thomas also offers non-wrap fee based investment advisory services, where fees are negotiable and may not exceed 2.99% of the assets managed.
Location
109 E. 2nd Street, Casper, WY, 82601
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Regulatory History (1)
Criminal
October 1991Other Business Activities
Michael is a 75% owner of Rivers Edge RV and Cabins Resort since 2010, an RV campground business. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations5 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.