Assets Under Management
$712.1M
Number of Clients
119
Number of Advisors
4
Average Client AUM
$6.0M
AUM per Advisor
$178.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Porter White Investment Advisors offers discretionary portfolio management tailored to client needs. Services include financial planning, investment policy development, retirement goal analysis, and insurance, tax, & estate planning. They manage assets using an open architecture strategy, considering client risk tolerance and goals.
| 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