Assets Under Management
$34.2M
Number of Clients
116
Number of Advisors
1
Average Client AUM
$295K
AUM per Advisor
$34.2M
Compensation
Fee-Only (AUM)
Porter Investments offers personalized investment management services, creating tailored investment programs based on client preferences, tendencies, and goals. The firm manages client portfolios on a discretionary basis, primarily using mutual funds, ETFs, and individual securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.60% |
Fees may be negotiable at the sole discretion of Porter Investments.
One Riverway, Suite 1700, Houston, TX, 77056