Advisor at Portfolio Management, LLC
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
Portfolio Management, LLC
Location
Austin, TX 78701
Credentials
CFP®
Industry experience
7 years
Brinley Le Donne is a CFP® professional with seven years of experience, currently serving as an advisor at Portfolio Management, LLC since 2016. Prior to this role, Brinley worked at the University of Texas from 2012 to 2016. Portfolio Management, LLC provides discretionary investment management to a diverse client base including individuals, trusts, pension plans, and institutions. The firm employs a long-term, asset-allocation oriented investment approach focused on diversification and fundamental analysis, managing approximately $144.4 million across about 115 client relationships.
$0+: 0.25% per quarter (1.00% annually) for custom portfolios $0+: 0.1875% per quarter (0.75% annually) for model portfolios
Account minimum: $100,000 Fee-only: Quarterly fees based on assets under management; 0.25% per quarter for custom portfolios and 0.1875% per quarter for model portfolios
500 West 2 Nd Street, Suite 1900
Austin, TX 78701
Texas
Portfolio Management, LLC
2016 - Present (10 years)
Portfolio Management, LLC
2016 - 2016 (1 year)
University Of Texas
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Pflugerville, TX
Premca LLC
Series 66
Austin, TX
Solaris Private Wealth Management
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
CFP®, Series 63
Austin, TX
Mark Monreal & Associates
Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")