Justin Porter
Justin Porter is a CFP, PFS-designated registered investment advisor at Porter Wealth Management, LLC, based in Atlanta, GA, with 11 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 23 clients with $12M 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 $1.0M | 0.60% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are blended and paid quarterly in arrears. Discounted investment management is offered to financial planning clients.
Fee Estimator
Contact
Justin Porter
Location
2318 1st Ave, Atlanta, GA, 30317
Get directionsHistory
Regulatory History (1)
Regulatory
January 2020Employment History
Current Registrations
Porter Wealth Management, LLC
Previous Registrations
Hhm Wealth Advisors, LLC
Patton Albertson Miller Group, LLC
Patton Albertson & Miller LLC
State Registrations3 states
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
Additional Information
The reality is that it's difficult for families to reach their financial goals. A coordinated plan can make it easier. Unfortunately, most people are receiving little more than a retirement projection from their advisor. In many cases, that projection is self-serving for the advisor because it's designed to help sell an insurance, investment or annuity product.
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