Michael Rogers is a registered investment advisor at Potomac, based in Texarkana, TX, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,367 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.40% |
| $100K - $500K | 0.32% |
| $500K - $1.0M | 0.28% |
| $1M+ | 0.20% |
Platform Fee. In Potomac Strategies, Potomac waives the Strategy Fee and is compensated through fees from the Potomac Funds. For Non-Potomac Strategies and SMA Strategies, the Strategy Fee will range from 0.10% - 0.80%. The Client Advisor Fee ranges from 0.00% to 1.50%. The total all-in fee charged to the client will never exceed 2.50%.
Fee Estimator
Location
Texarkana, TX
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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
Michael is the Director of External Sales at Potomac Fund Management, dedicating full-time hours to this role.
Employment History
Current Registrations
Potomac
Previous Registrations
True North Wealth Strategies
Flexible Plan Investments LTD
True North Wealth Strategies
Vita Advisory Solutions INC
Pgr Solutions, LLC
Resource Wealth Management, LLC
Lindner Capital Advisors, INC.
Symmetry Partners
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.