Potentia Wealth is a registered investment advisor based in San Jose, California, offering personalized investment management and financial planning services. The firm primarily creates tailored investment portfolios using discretionary management through platforms like LPL Financial, incorporating fundamental, technical, and top-down analysis. Potentia Wealth also provides standalone or subscription-based financial planning covering retirement, tax strategies, and overall financial goals, and maintains affiliations for tax preparation and insurance services.
Assets Under Management$570M
Clients731
Advisors9
Avg. per Client$780K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 2.0% to 0.6% and are negotiable depending on client characteristics. Third-party program platform and manager fees may apply separately (0.15% to 1.0%).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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