Hayden Porter is a CFP-designated registered investment advisor at Obermeyer Wealth Partners, based in Aspen, CO, with 8 years of industry experience. Hayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,157 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth Partners prefers a $2 million account minimum, but fees and minimums are occasionally negotiable based on various criteria.
Fee Estimator
Location
501 Rio Grande Place, Suite 107, Aspen, CO, 81611
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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 →Employment History
Current Registrations
Obermeyer Wealth Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
Gwfs Equities, INC.Broker
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.
Exams
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