Goodloe White
Goodloe White is a CFA-designated registered investment advisor at Porter White Investment Advisors, INC., based in Birmingham, AL, with 24 years of industry experience. Goodloe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 114 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Subject to a minimum quarterly fee of $2,000 ($8,000 annually). Fees are negotiable based on the complexity and scope of services.
Fee Estimator
Location
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
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Regulatory 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.
Employment History
Current Registrations
Porter White Investment Advisors, INC.
Previous Registrations
Porter White Capital, LLCBroker
Spearhead Capital, LLCBroker
Porter, White & Company, INC.Broker
Credit Suisse First Boston CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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