Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
Wealth Navigation charges an annual advisory fee based on a percentage of assets under management, billed quarterly. Fees may be negotiable. Clients also pay brokerage commissions, transaction fees, custodial fees, and other third-party charges. Financial planning fees are fixed and depend on the scope and complexity of the plan, with an approximate hourly rate of $250-$300. A down payment of up to 100% may be required.
Areas of Practice
Advisor Information
Office location
3350 S. 15th E., Idaho Falls, ID, 83406
Get directionsRegulatory 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.