Porter Clayton is a CFP-designated registered investment advisor at Oak Lane Advisors, based in Idaho Falls, ID, with 2 years of industry experience. Porter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 794 clients with $370M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.
Fee Estimator
Location
3350 S. 15th E., Idaho Falls, ID, 83406
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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
Porter is involved in several business activities, including accounting, marketing, real estate, a restaurant, an investment group, an investment club, and a hotel/real estate business. These activities require minimal time commitment, ranging from no time to a few hours per week.
Employment History
Current Registrations
Oak Lane Advisors
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.