Clinton Calhoun is a registered investment advisor at Potential Wealth Management LLC, based in Irving, TX, with 8 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Potential Wealth Management charges a percentage of the assets they manage and may also charge a percentage of the profits earned in your account. The specific fees are negotiated with each client. The asset-based fee can be up to 2.50% per year, and the performance-based fee can be up to 20% of the annual net profits. These fees are deducted from your account by Interactive Brokers, the firm holding your assets.
Location
Irving, TX
Get directionsHistory
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
Clinton serves as General Counsel for Potential Investments, Ltd. Co., a firm focused on personal real estate investments for its management. This involves tax planning, accounting, contracts, and overseeing operations, taking about 10-20% of Clinton's time.
Employment History
Current Registrations
Potential Wealth Management LLC
State Registrations1 state
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.