Richard Paul is a registered investment advisor at Potomac Advisors, INC., based in Lakewood Ranch, FL, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
PA, in its sole discretion, may charge a lower investment management fee and/or reduce or waive its account minimum based upon certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with Client, etc.).
Fee Estimator
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a managing member of Triple Creek Mountain Properties, LLC, a real estate development business venture, since 2006. He spends minimal time on this activity.
Employment History
Current Registrations
Potomac Advisors, INC.
Previous Registrations
Potomac Fund Management
State Registrations1 state
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.