James White
James White is a registered investment advisor at Porter White Investment Advisors, INC., based in Birmingham, AL, with 51 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 114 clients with $750M 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 $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% |
Fee Estimator
Location
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
Get directionsHistory
Regulatory History (2)
Regulatory
April 1987Regulatory
December 1985Other Business Activities
James is the Chairman of multiple companies including PW Management Co., Inc., Porter White Capital Advisors, Inc., Porter, White & Company, Inc., Porter White Investment Advisors, Inc., and Porter White Companies, Inc. He also serves as a Limited Partner in PW Investment Company, LP and a Shareholder in White Family Corporation, Inc.
Employment History
Current Registrations
Porter White Investment Advisors, INC.
Previous Registrations
Porter White Capital, LLCBroker
Spearhead Capital, LLCBroker
Porter, White & Company, INC.Broker
J. H. Shannon & CO.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.