MP
MP

Mark Palamaras

18 Years of Experience
Las Vegas, NV

Mark Palamaras is a registered investment advisor at Potomac Advisors, INC., based in Las Vegas, NV, with 18 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
46 clients
Average Client Portfolio
$421K average
Assets Under Management
$19.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is a business consultant for Palamaras Consulting, providing business and technology support for Registered Investment Advisors. This endeavor takes about 10-20% of his time.

Employment History
Current Registrations
Potomac Advisors, INC.
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Potomac Advisors, INC.
November 2023 - February 2024 · 3 mos
Potomac Advisors, INC.
February 2022 - April 2022 · 2 mos
Potomac Fund Management
February 2004 - September 2020 · 16 yrs 7 mos
State Registrations1 state
ID
Advisor

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.