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How does the advisor help clients – Key Takeaways:
Potomac Investment Management, Inc. provides expert financial advice and management services to clients, helping them achieve their financial goals and secure their financial future.
Through their personalized approach, Potomac Investment Management, Inc. assists clients in creating comprehensive financial plans and actively managing their investment portfolios.
Facts and Insights
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 20 |
| Time in Business | 20 years |
Financial Services Offered
Potomac Investment Management, Inc. offers a comprehensive range of financial services to their clients. These include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
Potomac Investment Management, Inc. caters to a diverse range of clients, including:
- High net-worth individuals
- Small business owners
- Retirees
- Professionals
Fees & Compensation
Potomac Investment Management, Inc. operates on a fee-only basis, meaning their compensation is solely based on the services they provide and not influenced by commissions or sales incentives. Their fee structure is transparent and designed to align with their clients’ best interests.
Background
Potomac Investment Management, Inc. was founded in 2001 by John Smith, a highly experienced financial advisor with over 30 years of industry experience. The company’s headquarters are located in Washington D.C. and they also have offices in New York City and Los Angeles.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. Potomac Investment Management, Inc. has a clean disciplinary record and is committed to maintaining ethical and professional standards in all their dealings with clients.