Potomac Fund Management
Assets Under Management
$1.9B
Number of Clients
1,408
Number of Advisors
14
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$132.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Potomac Fund Management offers investment advisory services through the Union Platform and third-party sponsored programs. The Union Platform provides access to investment management services from Potomac and other investment advisors. Potomac also manages a series of mutual funds called the Potomac Funds. Potomac uses charting, technical, fundamental, and cyclical analysis to formulate advice.
Fee Structure
Potomac Fund Management offers investment management through the Union Platform. Fees are comprised of a Platform Fee, a Client Advisor Fee, and a Strategy Fee.
- The Platform Fee ranges from 0.20% to 0.40% annually, based on the amount of assets managed.
- The Strategy Fee is waived for Potomac Strategies, as Potomac receives a management fee from the mutual funds used in those strategies.
- For Non-Potomac Strategies and SMA Strategies, the Strategy Fee ranges from 0.10% - 0.80%.
- The Client Advisor Fee ranges from 0.00% to 1.50% annually.
The total all-in fee charged to the client will never exceed 2.50%.
Areas of Practice
Location
777 Brickell Ave., Suite #500-9455, Miami, FL, 33131