Painted Porch Advisors offers wealth management services including investment management and financial planning. They design, implement, and monitor client accounts on a discretionary basis, investing in traditional securities, exchange-traded funds, and mutual funds. They also offer financial planning services, from broad planning to custom planning focused on specific areas requested by the client. Painted Porch may also offer retainer services and consulting services.
Assets Under Management$520M
Clients215
Advisors13
Avg. per Client$2.4M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
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% |
| $10M+ | 0.30% |
Standard fee schedule is not negotiable; however, Painted Porch reserves the right to make exceptions in limited circumstances at their discretion. They also manage some family and related accounts without charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...