A complete list of active advisors currently associated with Porter White Investment Advisors, Inc.

Warmer can help you find a great advisor at Porter White Investment Advisors, Inc. or one who fits your needs even better.

Porter White Investment Advisors provides discretionary wealth management, financial planning, retirement-plan fiduciary services, and institutional consulting to individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and other institutions. The firm reports managing roughly $748 million for about 90 clients and typically charges asset-based advisory fees while also offering hourly or fixed-fee planning engagements. The firm uses an open-architecture, asset-allocation driven investment approach that emphasizes long-term buy-and-hold strategies, periodic rebalancing, and simulation analysis to set client expectations. Porter White reports account performance quarterly against benchmarks with commentary, and may engage sub-advisers for specific strategies, monitoring their performance annually and retaining discretion to hire or terminate sub-advisers without prior client approval. Porter White is a subsidiary of Porter White Companies and discloses affiliations that can affect its services: the brochure notes a connection to Porter, White & Company, Inc., which acts as a registered municipal advisor and for which the adviser states it does not earn advisory fees on securities for which the municipal advisor receives compensation. The firm also discloses that an associated person is a registered representative with M&A Securities Group, and it does not vote proxies on clients’ behalf—clients retain voting responsibility—while generally requiring a $1,000,000 account minimum.

To learn more about the advisors currently working at Porter White Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.