Misty Porter
Misty Porter is a CFP-designated registered investment advisor at Ascentis Independent Advisors, LLC, based in Yucca Valley, CA, with 22 years of industry experience. Misty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
Yucca Valley, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2011Customer Dispute
March 2009Other Business Activities
Misty owns a single-family rental property in Yucca Valley, CA, since 2008. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Golden State Equity Advisors, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Guaranty Brokerage Services, INC.Broker
State Registrations2 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.