Potomac Wealth Strategies offers portfolio management based on individual client goals and risk tolerance. They create investment plans and select securities with client permission. PWS may also direct clients to third-party money managers. PWS also offers investment planning services to both investment advisory and non-investment advisory clients.
Assets Under Management$45M
Clients53
Advisors1
Avg. per Client$850K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Investment Supervisory Services fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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