Potomac Wealth Management is a registered investment advisor that offers investment management services using a diversified investment approach with a focus on asset allocation. Potomac Wealth Management also provides financial planning services. The firm works with individuals, trusts, company retirement plans, and non-profit organizations. Potomac Wealth Management does not participate in wrap-fee programs.
Assets Under Management$90M
Clients42
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Accounts over $10,000,000 are quoted individually. All fees are negotiable, and discounts may apply for multiple related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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