Advisor at Fiduciary Consulting Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Consulting Group
Location
Portland, OR 97225
Credentials
Series 63, Series 65
Industry experience
6 years
Audrey White is a financial advisor with Morgan Stanley Institutional Investment Advisors LLC, holding Series 63 and Series 65 designations and bringing six years of industry experience. She has worked at Morgan Stanley Institutional Investment Advisors since 2019 and previously held positions at Princor Financial Services Corporation and Morley Capital Management. Morgan Stanley Institutional Investment Advisors LLC’s Fiduciary Consulting Group provides customized fiduciary and investment consulting services to institutional clients such as retirement plans, corporate accounts, and charitable institutions. The firm offers both discretionary and non-discretionary advisory services, emphasizing ongoing manager monitoring and fiduciary education.
Based on Fiduciary Consulting Group
Generally, clients are billed a flat annual fee payable quarterly either in advance or in arrears; project-based fees are quoted on a case-by-case basis.
9755 Sw Barnes Road, Suite 660
Portland, OR 97225
Oregon
Morgan Stanley Institutional Investment Advisors LLC
2019 - Present (7 years)
Princor Financial Services Corporation
2007 - 2019 (12 years)
Morley Capital Management
2005 - 2019 (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Lake Oswego, OR
Davidson & Watson Financial
Series 63, Series 66
Beaverton, OR
Scout Asset Management
CFP®
Portland, OR
Empowering Finance, LLC
At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/
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