MK

Manish Kumar Khatta

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
1,408 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

777 Brickell Ave., Suite #500-9455, Miami, FL, 33131

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Potomac
July 2002 - Present · 23 yrs 6 mos
State Registrations2 states
FLMD
Advisor
Exams
No exam information available for this advisor.