Francis White is a registered investment advisor at Potomac, based in Brentwood, TN, with 17 years of industry experience. Francis 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
Brentwood, TN
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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 →Employment History
Current Registrations
Potomac
Previous Registrations
Calamos Advisors LLC
Calamos Financial Services LLCBroker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Janus Distributors LLCBroker
Gartmore Distribution Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations2 states
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