RP
RP

Robert Wilson Porter

22 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
116 clients
Average Client Portfolio
$295K average
Assets Under Management
$34.2M

Fee Structure

Minimum Investment:$200K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K+1.60%

Fees may be negotiable at the sole discretion of Porter Investments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Riverway, Suite 1700, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Porter Investments
July 2003 - Present · 22 yrs 7 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.