Potts, Hannah & Fischer Wealth Management Group, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to select a suitable portfolio. They primarily use mutual funds, equities, bonds, ETFs, real estate, and other securities to diversify portfolios.
Assets Under Management$1.2M
Clients3
Advisors1
Avg. per Client$400K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 2.00% |
| $125K - $300K | 1.50% |
| $300K+ | 1.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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