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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,569 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas offers investment management services through a wrap program, where you pay a single annual fee that includes investment advice, trade execution, custody, and reporting. The annual wrap program fee ranges up to 2.99%, depending on the asset composition in the account. Ashton Thomas may use independent managers, and the total advisory fee will not exceed 2.99% per year. Ashton Thomas also offers non-wrap fee based investment advisory services, where fees are negotiable and may not exceed 2.99% of the assets managed.
Location
109 E. 2nd Street, Casper, WY, 82601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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