Potomac Fund Management
Answer a few questions and
get matched with an advisor.
Learn more about Potomac Fund Management
Overview
Potomac Fund Management is located at 777 Brickell Ave., Miami, FL. The firm employs 24 financial advisors to manage client portfolios and provide financial guidance. Potomac Fund Management is not a registered broker-dealer.
Potomac Fund Management oversees $1.4 billion in assets under management across 2,289 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, and the publication of newsletters. The firm caters to retail investors, high net worth investors, investment companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Potomac Fund Management includes asset-based and fixed fees. The firm has 48 high net worth clients.
Potomac Fund Management is registered in the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Potomac Fund Management by the Numbers
$1.4 billion
24
2,289
$608.6 thousand
Products and Services
Potomac Fund Management offers a variety of services, which can include portfolio management for individuals and small businesses, portfolio management for investment companies, and publication of newsletters. However, Potomac Fund Management did not provide financial planning services to any of its customers in the prior fiscal year. The Company is not involved in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely depend on which service is offered. Fees billed by Potomac Fund Management may include some blend of the following fee structures: asset-based or fixed.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 0% of firms
Subscription
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to retail investors, high net worth investors, investment companies, and corporations. Out of its 4 clients, Potomac Fund Management's biggest client type by number of accounts is investment companies, although it also serves 48 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 3.53%
- Other Individuals - 96.1%
- Corporations - 0.37%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Potomac Fund Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Potomac Fund Management
Miami, FL
Miami, FL
Salem, VA
Texarkana, TX
Miami, FL
Miami, FL
Henrico, VA
Miami, FL
Houston, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.