Porter Avenue Capital Management, LLC fees and pricing

Financial planner in Alto Pass, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 21, 2026, Porter Avenue Capital Management, LLC charges $60 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$60/hr
“Depending upon the complexity of the situation and the needs of the client, Form ADV 2A Version: 5/21/2026 3 the hourly fee for these services is $60.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Porter Avenue Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Because fees are charged in arrears, no refund policy is necessary.”
  • “Upon termination, fees will be prorated to the date of termination.”
  • “These services are provided independently from ongoing account management services and are billed separately.”

How Porter Avenue Capital Management, LLC’s fees compare

  • Its hourly rate of $60 is below the Illinois median of $273. None of the 215 other Illinois planners that publish an hourly rate charge less.

About Porter Avenue Capital Management, LLC

  • Firm size: 2 employees.
  • Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
81
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$10,848,683
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
167006
Website
porteravenue.com (opens in new tab)
Phone
(618) 833-0900

Can advise clients in 4 states: Illinois, Indiana, Kentucky, Missouri

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