Shawn Porter is a CFP-designated registered investment advisor at Ashton Thomas Private Wealth, based in Casper, WY, with 23 years of industry experience. Shawn 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
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
Location
109 E. 2nd Street, Casper, WY, 82601
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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
Shawn acts in a fiduciary capacity for the Porter Family Irrevocable Trust, dedicating minimal time to this activity. He has a 5% stake in the trust.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
Fintegra, LLCBroker
State Registrations6 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.
Exams
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