Potomac Fund Management
Assets Under Management
$1.9B
Number of Clients
1,408
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$132.7M
Compensation
Fee-Only (AUM)
About This Firm
Potomac Fund Management offers discretionary investment advisory services through the Union Platform and third-party sponsored advisory programs. They manage accounts and strategies, using affiliated funds. The firm utilizes charting, technical, fundamental, and cyclical analysis. Potomac also serves as an investment advisor to the Potomac Funds.
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
Location
777 Brickell Ave., Suite #500-9455, Miami, FL, 33131