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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Porter is an investment advisor representative for Brasada Capital Management, LP, and has been with the firm since April 2024. Porter has over 10 years of experience in the financial services industry, working previously with JP Morgan Private Bank and City National Bank. Porter holds the Series 65 license. William James Porter specializes in portfolio management for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary model advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/17/2024 - Present
Brasada Capital Management, LP (HOUSTON TX)
IA
Issued 06/15/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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