Carolyn Potter is a CFP-designated registered investment advisor at Potter Advisors LLC, based in Houston, TX, with 10 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Potter Advisors offers investment management services, but the fees are negotiable and not specified as a percentage of assets. Fees can be fixed, hourly, or asset-based. The asset-based fee is calculated quarterly, in arrears, based on the value of the account. Clients also pay custodial fees and may incur transaction fees for mutual fund trades.
Location
440 Louisiana Street, Suite 919, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carolyn is an employee of Rice University, serving as a Lecturer in the Department of Sport Management. The Carrie Potter Group provides business management and business consulting services.
Employment History
Current Registrations
Potter Advisors LLC
State Registrations1 state
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