Ethan Porter
Ethan Porter is a registered investment advisor at Founders Financial Alliance, LLC, based in Raleigh, NC, with 4 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
9212 Falls of Neuse Rd., Suite 221, Raleigh, NC, 27615
Get directionsHistory
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 ActivitiesSells Insurance
Ethan operates under several DBAs (Founders Wealth, LLC and Founders Wealth Advisors, LLC) for his LPL business. He also provides investment advisory services through Founders Financial Alliance, LLC and its DBA Founders Wealth Partners, LLC, dedicating full-time hours to these activities. Ethan is also associated with Asset Insure, Inc., an insurance agency, spending approximately 60 hours per month.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
State Registrations17 states
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