| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Minimum quarterly fee of $2,000 for Wealth Management.
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
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Learn about disclosures →Goodloe is president of several companies including PW Management Co., Porter White Capital Advisors, Porter White & Company, Porter White Investment Advisors, and Porter White Companies. He also manages several family holding companies and spends about half his time on investment and wealth management services.