RW
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
Clean regulatory record
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 →Employment History
Current Registrations
Porter White Investment Advisors, INC.
April 2021 - Present · 4 yrs 9 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.