Porter White Investment Advisors, INC.
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
About This Firm
Porter White Investment Advisors, Inc. is a registered investment advisor offering discretionary portfolio management tailored to clients' needs. Services include financial planning, investment policy development, retirement goal analysis, insurance, tax, & estate planning, asset allocation, investment selection, trading, and cash management. They manage assets using an open architecture strategy.
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
Location
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103