Porter White Investment Advisors offers discretionary investment management and financial planning services for individuals, personal trusts, estates, and retirement accounts. The firm builds portfolios primarily using mutual funds and exchange-traded funds, focusing on long-term asset allocation and broad market diversification rather than short-term trading. Porter White Investment Advisors creates personalized financial plans that cover retirement goal analysis, insurance reviews, tax-efficient strategies, and estate planning coordination. In addition to individual wealth management, Porter White Investment Advisors serves institutional clients and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Subject to a minimum quarterly fee of $2,000 ($8,000 annually). Fees are negotiable based on the complexity and scope of services.