Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Potomac's Union Platform fees consist of a Platform Fee (0.20%-0.40% based on assets), a Client Advisor Fee (0.00%-1.50%), and a Strategy Fee (0.10%-0.80% for Non-Potomac and SMA Strategies). Potomac waives the Strategy Fee for Potomac Strategies, compensated through Potomac Funds. The total all-in fee will never exceed 2.50%. Clients are responsible for custodian fees and investment expenses. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
Avon, OH
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark works full-time as an Investment Advisor Representative (IAR) with Potomac Fund Management, focusing on external sales.