Porter Wealth Management (PWM) manages investment portfolios and provides financial planning services. PWM offers continuous advice on investing client funds based on individual needs. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, estate, and incapacity planning. PWM also offers comprehensive financial planning for a quarterly retainer and limited scope planning for an hourly fee.
Assets Under Management$10M
Clients27
Advisors1
Avg. per Client$380K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual fees are negotiable. Discounted investment management services are offered to financial planning clients for which a separate fee is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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