Michael White is a CFP-designated registered investment advisor at Dreher Financial Partners, based in Southern Pines, NC, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 184 clients with $150M 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 | 0.80% |
| $1M+ | 0.50% |
0.25% annually for “held-away” accounts. Fees for employer-sponsored retirement plans and non-profit organizations have different schedules.
Fee Estimator
Location
275 SE Broad Street, Southern Pines, NC, 28387
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dreher Financial Partners
State Registrations1 state
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