Porter Investments charges an annual investment management fee based on assets managed. The fee ranges from 1.6% to 2.0% depending on portfolio size. Specifically, it's 2.0% for portfolios valued between $200,000 and $500,000, and 1.6% for amounts above $500,000. Fees are prorated and charged quarterly in advance. The firm generally imposes a minimum portfolio size of $200,000, but may accept smaller portfolios at its discretion. Fees may be negotiable based on certain criteria. Clients may also incur additional charges from third parties like broker-dealers and custodians.