Potter Advisors offers investment management and financial planning services tailored to each client's needs. This includes creating an investment policy statement and constructing a portfolio based on the client's goals, risk tolerance, and time horizon. Potter Advisors provides both discretionary and non-discretionary investment advisory services. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Fee Structure
Potter Advisors offers investment management services, but the fees are negotiable and not specified as a percentage of assets. Fees can be fixed, hourly, or asset-based. The asset-based fee is calculated quarterly, in arrears, based on the value of the account. Clients also pay custodial fees and may incur transaction fees for mutual fund trades.