Michael
Rogers
Potomac Fund Management
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About this Advisor
Michael Rogers is a financial advisor working in Texarkana, Texas with a total of 1 year of relevant experience. Rogers is an advisor for Potomac Fund Management. During their career, the advisor has held roles at True North Wealth Strategies, LLC, Resource Wealth Management, LLC, Rogers Trophy & Sign Company, Pgr Solutions, Vita Advisory Solutions, Flexible Plan Investments, LTD and Potomac Fund Management. Rogers has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Potomac Fund Management is a registered investment company that has its headquarters in Miami, FL. It has $600 million in total assets between its 2,230 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,230 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. The company provides a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and publication of newsletters. Fees charged by financial advisors depend on the services. However, fee types billed by Potomac Fund Management can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Potomac Fund Management Brokerage Details
$599,597,422
16
2,230
$268,878
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
Michael Rogers Work History
Michael has been registered as a financial advisor for 1 years.*
Potomac Fund Management
True North Wealth Strategies, LLC
True North Wealth Strategies, LLC
Flexible Plan Investments, LTD
Vita Advisory Solutions
Pgr Solutions
Resource Wealth Management, LLC
Rogers Trophy & Sign Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Potomac Fund Management
Texarkana, TX
Miami, FL
Manhasset, NY
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Hot Springs Village, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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