Michael Christopher Stone
Investment Adviser Representative at PORTER WHITE INVESTMENT ADVISORS, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $2M | 1.00% |
| Wealth Management - Next $3M | 0.60% |
| Wealth Management - Next $5M | 0.50% |
| Wealth Management - Next $5M | 0.40% |
| Wealth Management - Over $15M | 0.30% |
| Institutional/Retirement - First $1M | 0.95% |
| Institutional/Retirement - Next $4M | 0.50% |
| Institutional/Retirement - Next $5M | 0.40% |
| Institutional/Retirement - Next $5M | 0.30% |
| Institutional/Retirement - Over $15M | 0.20% |
Firm-stated minimum; may be waived at the firm's discretion.
Porter White Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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