Potentia Wealth Advisors is a registered investment advisor founded in August 2025 and based in Missouri City, Texas. The firm provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Potentia Wealth Advisors creates an investment policy statement for every client and manages portfolios on a discretionary basis, meaning they make trades on your behalf without asking permission for each transaction. In addition to investment management, Potentia Wealth Advisors offers both one-time and ongoing financial planning covering areas such as retirement, taxes, insurance, and estate planning. The firm limits its investment advice primarily to mutual funds, fixed income securities, equities, exchange-traded funds, venture capital funds, and private placements. Potentia Wealth Advisors is legally required to act in your best interest as a fiduciary when providing advice on retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $500K | 0.90% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees are generally negotiable.