Pottle Financial Services, Inc. is an independent registered investment advisor managing client assets through investment portfolios. They offer financial planning along with asset management. Each client portfolio is managed separately based on their individual needs and risk tolerance. Pottle Financial Services uses Fidelity Investments as their custodian.
Assets Under Management$60M
Clients44
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Advisory fees are at times negotiated on an individual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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