Porter White Investment Advisors Review

What financial services does Porter White Investment Advisors offer?

As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Porter White Investment Advisors can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. 

Where is Porter White Investment Advisors headquartered? Which states do its financial advisors serve?

Porter White Investment Advisors is headquartered in Birmingham, AL. Porter White Investment Advisors offers financial advisor services in 2 states: Alabama, Texas.

What is the average client balance at Porter White Investment Advisors?

While Porter White Investment Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $4,569,241. In total, Porter White Investment Advisors manages $484,339,600 in assets.

How much does Porter White Investment Advisors charge for its advisory services?

Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).

What is the historical performance of Porter White Investment Advisors?

Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.

Can I write a review of Porter White Investment Advisors or file a complaint?

investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.