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James White

Porter White Investment Advisors, INC.
51 Years of Experience
Birmingham, AL
2 Disclosures
View SEC Summary
View SEC Summary

James White is a registered investment advisor at Porter White Investment Advisors, INC., based in Birmingham, AL, with 51 years of industry experience. James 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.

Porter White Investment Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
114 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$748.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10.0M - $15.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103

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History

Regulatory 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 1987
Final
Regulatory
December 1985
Final
View Full SEC ReportHow to Read Disclosures
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 · 31 yrs 1 mo
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

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
No exam information available for this advisor.
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