Porter White Investment Advisors offers investment advice and portfolio management to individuals, institutions, and retirement plans. For individuals, they offer wealth management services including financial planning, investment policy development, retirement goal analysis, and insurance, tax, & estate planning. They manage assets using an open architecture strategy, tailoring advice to client needs and goals. They also provide financial planning services on a fee basis.
Assets Under Management$750M
Clients114
Advisors4
Avg. per Client$6.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...