MP
MP

Michael Porter

24 Years of Experience
Casper, WY
1 Disclosure

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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
3,229 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

109 E. 2nd Street, Casper, WY, 82601

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History

Regulatory History (1)
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Criminal
October 1991
Final Disposition
Other 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
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2021 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2011 - May 2021 · 10 yrs 4 mos
Wells Fargo Investments, LLC
December 2006 - January 2011 · 4 yrs 1 mo
Wells Fargo Investments, LLCBroker
September 2001 - January 2011 · 9 yrs 4 mos
State Registrations5 states
ARAZFLTXWY
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.
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