Harold Porter is a registered investment advisor at Summit Wealth and Retirement Partners, based in Eagle, ID, with 35 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 341 clients with $820M 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% |
| $10M+ | 1.00% |
Fees negotiable above $10,000,000. Certain clients may be charged pursuant to a “cliff” or “breakpoint” fee schedule with multiple different fee breakpoints that correspond to different levels of client assets under management.
Fee Estimator
Location
435 E Shore Drive, Suite 220, Eagle, ID, 83616
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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
Harold is a passive owner of Summit Tax Planning Inc. dba Data Count Tax and Financial Services, LLC, which provides tax preparation, bookkeeping, and payroll services. He spends minimal time on this activity.
Employment History
Current Registrations
Summit Wealth and Retirement Partners
Previous Registrations
Mutual Securities, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Wealth and Retirement Partners
Fsc Securities CorporationBroker
Victory Capital Management INC.
Victory Capital Advisers, INC.Broker
Mcdonald Investments INC.Broker
Financial Network Investment CorporationBroker
Ogilvie Security Advisors CorporationBroker
Prudential Investment Management Services LLCBroker
Quest for Value DistributorsBroker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
Integrated Resources Investment Centers, INC.Broker
Hartford Equity Sales Company INC.Broker
Fsc Securities CorporationBroker
Cigna Securities, 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.