Stefanie Porter is a CFP-designated registered investment advisor at White Pine Investment CO, based in Livonia, MI, with 20 years of industry experience. Stefanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 341 clients with $470M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.40% |
| $12M+ | 0.15% |
These rates apply to stocks. For active mutual funds and fixed income, the rates are: - First $250,000: 0.50% - Next $250,000: 0.35% - Next $500,000: 0.30% - Next $1,000,000: 0.25% - Next $1,000,000: 0.20% - $3,000,001 and over: 0.10%. Investment management fees are negotiable.
Fee Estimator
Location
17199 Laurel Park Dr. North Suite 220, Livonia, MI, 48152
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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
Stefanie is the sole member and resident agent of Five Needles Estate Planning Services, PLLC, a law firm offering estate planning and document drafting services. She expects to spend a few hours per week on this endeavor.
Employment History
Current Registrations
White Pine Investment CO
Previous Registrations
Pacific Select Distributors, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
AXA Distributors, LLCBroker
The Huntington Investment CompanyBroker
Linsco/private Ledger CORP.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.