Potomac Fund Management is a registered investment advisor that specializes in portfolio management and tactical asset allocation strategies. Potomac offers its services through various platforms, including third-party sponsored advisory programs and its own turnkey asset management program known as the Union Platform. Potomac provides investment models that span a wide range of risk and performance objectives, utilizing proprietary tactical mutual funds and risk analysis tools to manage client portfolios. Potomac works with individuals, retirement plans, trusts, and other financial professionals to deliver systematic growth and risk-managed investment solutions.
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% |
Rates represent the platform fee schedule only. Total annual fees also include a client advisor fee of up to 1.50% and potential strategy fees ranging from 0.10% to 0.80% for non-Potomac strategies. Total all-in fees cannot exceed 2.50%.