Manish Khatta is a registered investment advisor at Potomac, based in Bethesda, MD, with 24 years of industry experience. Manish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,261 clients with $3.3B 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% |
Rates represent the platform fee schedule only. Total annual fees also include a client advisor fee of up to 1.50% and potential strategy fees ranging from 0.10% to 0.80% for non-Potomac strategies. Total all-in fees cannot exceed 2.50%.
Fee Estimator
Location
7373 Wisconsin Ave., Suite #750, Bethesda, MD, 20814
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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
State Registrations2 states
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
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