Jonathan Ciampa is a registered investment advisor at Potomac, based in Bethesda, MD, with 12 years of industry experience. Jonathan 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
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 →Other Business Activities
Jonathan works full-time as an Investment Advisor Representative (IAR) with Potomac Fund Management, focusing on external sales.
Employment History
Current Registrations
Potomac
Previous Registrations
Ceros Financial Services, INC.Broker
Bts Asset Management, INC.
Bts Securities CorporationBroker
State Registrations1 state
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