Potomac Advisors offers market timing signals to other financial advisors, sub-advisory services to an investment company, and portfolio management to individuals. For individual clients, Potomac Advisors creates a tailored investment strategy based on a questionnaire and interview to determine their risk tolerance and financial situation. They allocate investments into various strategies using mutual funds, stocks, or ETFs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
PA, in its sole discretion, may charge a lower investment management fee and/or reduce or waive its account minimum based upon certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with Client, etc.).