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
Moorestown, NJ
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael has an ownership stake in Belle Cove, LLC, though the LLC is defunct and has no activity. He also works full-time in external sales as an IAR for Potomac Fund Management.