Miles Laubinger is a CFA-designated registered investment advisor at Potomac Wealth Management LLC, based in Great Falls, VA, with 9 years of industry experience. Miles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $90M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Accounts over $10,000,000 are quoted individually. All fees are negotiable, and discounts may apply for multiple related accounts.
Fee Estimator
Location
737 Walker Rd. Suite 1B, Great Falls, VA, 22066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Potomac Wealth Management LLC
Previous Registrations
Dfa Securities LLCBroker
Vanguard Marketing CorporationBroker
State Registrations2 states
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