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Michael White

Advisor at Dreher Financial Partners

Updated today
Dreher Financial Partners logo

Firm

Dreher Financial Partners

Location

Southern Pines, NC 28387

Credentials

CFP®, Series 65

Industry experience

10 years

About

Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.

Client services

Based on Dreher Financial Partners

Financial planning Portfolio management

Expertise

Based on Dreher Financial Partners

Retirement income strategy Income planning General retirement planning

Occupation focus

Based on Dreher Financial Partners

Retired

Fee options

Percentage

$0 - $1,000,000: 0.80% $1,000,000+: 0.50% $1,000,000 - $3,000,000: 0.40% $3,000,000 - $6,000,000: 0.20% $6,000,000+: 0.10% $0 - $500,000: 0.80% $500,000+: 0.50%

Other

Minimum fee: $4,800 annually for individuals; $5,000 annually for employer-sponsored retirement plans; $2,500 annually for non-profit endowments. Minimum fees may be reduced or waived at firm's discretion. Fee-only: Firm is fee-only and does not receive commissions.

Location

275 Se Broad Street

Southern Pines, NC 28387

Most active in

North Carolina

Work history

H.S. Dreher Capital Management, LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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