Meghan Paul is a registered investment advisor at Potomac Advisors, INC., based in Los Angeles, CA, with 8 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
PA, in its sole discretion, may charge a lower investment management fee and/or reduce or waive its account minimum based upon certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with Client, etc.).
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Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Potomac Advisors, INC.
State Registrations1 state
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