Potomac Investment Management provides investment management services to individuals and families. Clients provide their investment objectives, and Potomac Investment Management tailors a portfolio of bonds, stocks, and mutual funds to meet their needs. Clients can restrict investments in certain securities with written instructions.
Assets Under Management$11M
Clients9
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...