Potomac Fund Management specializes in portfolio management, offering services through various platforms. They provide access to professional investment management services through the Union Platform, where clients can select strategies managed by Potomac, unaffiliated advisors, or other investment advisors. Potomac also offers model portfolios through third-party sponsored advisory programs. The firm uses charting, technical, fundamental, and cyclical analysis to formulate advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.40% |
| $100K - $500K | 0.32% |
| $500K - $1.0M | 0.28% |
| $1M+ | 0.20% |
Platform Fee. In Potomac Strategies, Potomac waives the Strategy Fee and is compensated through fees from the Potomac Funds. For Non-Potomac Strategies and SMA Strategies, the Strategy Fee will range from 0.10% - 0.80%. The Client Advisor Fee ranges from 0.00% to 1.50%. The total all-in fee charged to the client will never exceed 2.50%.