PL
PL

Porsche Love

7 Years of Experience
Atlanta, GA
May Earn CommissionSells Insurance

Porsche Love is a registered investment advisor at Investher Fiduciary Solutions, LLC, based in Atlanta, GA, with 7 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Retirement Planning, and 1 more.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2905 E Point Street, #91589, Atlanta, GA, 30344

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Porsche owns rental property, a mobile DJ service, and a subscription box business. She also works at PSL Wealth Strategies & Management and Apogee Financial Partners, and engages in public speaking and writing about home ownership and financial literacy. Porsche spends about a quarter of her time at PSL Wealth Strategies & Management and about half her time at Apogee Financial Partners as an insurance agent.

Employment History
Current Registrations
Investher Fiduciary Solutions, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Esi Financial Advisors
January 2024 - November 2024 · 10 mos
Equity Services, INC.Broker
January 2024 - November 2024 · 10 mos
MML Investors Services, LLC
October 2023 - December 2023 · 2 mos
MML Investors Services, LLCBroker
October 2020 - December 2023 · 3 yrs 2 mos
Nylife Securities LLCBroker
February 2020 - October 2020 · 8 mos
AXA Advisors, LLCBroker
October 2018 - January 2020 · 1 yr 3 mos
State Registrations1 state
GA
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.