| 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% |
Minimum quarterly fee of $2,000 for Wealth Management.
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
Get directionsJames 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.