Potomac Investment Company (PIC) is an investment management firm that only handles accounts over which it has full discretion. PIC invests in publicly traded equity securities, mutual funds, and fixed income securities. PIC provides investment advisory services tailored to the needs of its individual clients and observes any investment restrictions they impose.
Assets Under Management$110M
Clients33
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1% annually for equities. Fixed income is 0.25% - 0.5% annually. Mutual funds are 0.5% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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