Potentia Wealth offers portfolio management and financial planning services tailored to individual client needs. They consider investment objectives, risk tolerance, and any client-imposed restrictions. Portfolio management is primarily discretionary. Financial planning is offered on a fixed fee or subscription basis, covering investments, tax planning, asset allocation, and retirement planning. Potentia uses custodians like LPL Financial.
Fee Structure
Potentia Wealth charges an annual advisory fee for portfolio management, ranging from 0.6% to 2.0% of the total value of your managed accounts. This fee is negotiable and billed quarterly in advance. Clients may also pay fees to third-party portfolio managers and platform fees, typically ranging from 0.15% to 1% of account assets per year. Clients with SWM I accounts will also pay custodial charges.