JW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
119 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$712.1M
Fee Structure
Minimum Investment:$1M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,000
Financial Plan Fee:$750 - $1,250
Hourly Rate:$150 - $460/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 1987Final
Regulatory
December 1985Final
Other 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.
September 1995 - Present · 30 yrs 4 mos
Previous Registrations
Porter White Capital, LLCBroker
January 2018 - August 2023 · 5 yrs 7 mos
Spearhead Capital, LLCBroker
September 2016 - January 2018 · 1 yr 4 mos
Porter, White & Company, INC.Broker
July 1979 - November 2014 · 35 yrs 4 mos
J. H. Shannon & CO.Broker
May 1973 - October 1977 · 4 yrs 5 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.