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How does the advisor help clients – Key Takeaways:
PORTER WEALTH MANAGEMENT, LLC is a trusted financial firm that provides personalized and comprehensive wealth management services to its clients. The company has a team of highly knowledgeable and experienced advisors who are committed to helping clients achieve their financial goals and secure their future.
Facts and Insights
PORTER WEALTH MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm was founded in 2005 and is headquartered in Chicago, Illinois. As of 2021, the firm manages over $1.5 billion in assets and has a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 2005 |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 10 |
Financial Services Offered
The advisors at PORTER WEALTH MANAGEMENT, LLC offer a wide range of financial services to help clients manage their wealth effectively. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more.
Client Types
The firm serves a diverse group of clients including individuals, families, small businesses, and institutional investors. The advisors at PORTER WEALTH MANAGEMENT, LLC have expertise in working with clients from different backgrounds and are dedicated to understanding each client’s unique financial needs and goals.
Fees & Compensation
PORTER WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means the advisors do not receive commissions from the sales of financial products. Instead, they charge a fee based on a percentage of assets under management or a flat fee. This fee structure ensures that the advisors’ interests are aligned with their clients’ and they are solely focused on providing the best possible financial advice.
Background
The founder and CEO of PORTER WEALTH MANAGEMENT, LLC, John Porter, has over 25 years of experience in the financial industry. He holds the Certified Financial Planner (CFP®) designation and is committed to providing objective and unbiased financial advice to his clients. The rest of the team also consists of highly qualified and experienced advisors who share the same values and principles as the firm’s founder.
Financial Advisor Disclosures to Know
As a registered investment advisor, PORTER WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. The firm has a clean record with no disciplinary actions and prides itself on its transparency and ethical practices.