Potomac Asset Management CO INC
Assets Under Management
$114.3M
Number of Clients
Not reported
Number of Advisors
N/A
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Potomac Asset Management Company (PAM) offers investment advice through various funds, focusing on private equity portfolios and separately managed accounts. PAM works with clients to create individualized portfolios based on their risk profile, reviewing investment objectives and risk tolerance annually. PAM does not participate in wrap fee programs.
Fee Structure
Potomac Asset Management charges a percentage of your portfolio for investment advice.
- For accounts managed for Qualified Professional Asset Managers, the annual fee ranges from 0.50% to 2.00% for portfolios less than $10,000,000.
- Fees for private equity portfolios are calculated according to the private placement memorandum or offering documents.
Potomac Asset Management may also charge an hourly fee ranging from $300 to $1000 per hour or a negotiated fixed quarterly fee for providing investment management and consulting services. Fees will vary depending on the complexity of the engagement and the professional providing the service.
Areas of Practice
Location
5 South Market Street, 4th Floor, Frederick, MD, 21701