Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
For wealth management, fees are based on a percentage of assets managed. The minimum quarterly fee for wealth management is $2,000. For stand-alone financial planning, hourly fees range from $150 to $460, and flat fees range from $750 to $1,250, depending on the scope of services. Fees are negotiable based on complexity and scope of services.
Areas of Practice
Advisor Information
Office location
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.