Joseph Porter is a registered investment advisor at Rock Creek Advisors LLC, based in Rapid City, SD, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rock Creek Advisors' fee for managing your investments is a percentage of the assets they manage, and it depends on the complexity of your portfolio. The fees range from 0.40% to 0.60% per year. Fees are negotiable and determined on a case-by-case basis.
Location
805 Fifth Street, Rapid City, SD, 57701-3606
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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.
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Joseph is a full-time Director of Investment Administration at First Trust Company LLC since November 2019. This activity is investment-related.
Employment History
Current Registrations
Rock Creek Advisors LLC
Previous Registrations
Cls Investments, LLC
State Registrations1 state
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.