CG
CG
Carol Greenwald
42 Years of Experience
The Villages, FL
1 DisclosureBroker
Carol Greenwald is a registered investment advisor at Potomac Investment Company, based in The Villages, FL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 33 clients with $110M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$107.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1% annually for equities. Fixed income is 0.25% - 0.5% annually. Mutual funds are 0.5% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1221 Jebber Loop, The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2023Final
Employment History
Current Registrations
Potomac Investment Company
January 2002 - Present · 24 yrs 4 mos
Potomac Investment CompanyBroker
December 1983 - Present · 42 yrs 5 mos
Previous Registrations
V.J. Shah & CO., INC.Broker
November 1983 - March 1984 · 4 mos
State Registrations8 states
CADCFLMAMDMENYVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.