FOR INVESTMENT ADVISORS Potomac Advisors offers EVO signals to other registered investment advisers for use in their practice. A minimum base fee and a fee based on assets under management using the service is charged. The minimum based fee may be used to offset part or all of the asset based fees.
INDIVIDUAL INVESTOR ACCOUNT MANAGEMENT Potomac Advisors also offers direct management using EVO in one or more of its strategies using the Rydex mutual funds directly at the fund's family custodian, Guggenheim Investments. This applies to existing or new qualified retirement, business or individual taxable accounts. We can assist in helping investors open accounts at the custodian.
We have been approved by Jefferson National to offer EVO on their platform. The Rydex funds are available at Jefferson National in the form of a low cost variable annuity.
The minimum sized account for direct management is $100,000. We have arrangements with advisors who license EVO signals in which accounts under $100,000 may be managed. We can refer you to the appropriate advisor in such instances.
Potomac Advisors does not have custody of, or title, to client's funds at any time, although fees are deducted from the client’s account.
INVESTMENT ADVISORY FEES Potomac Advisors charges clients an annual fee paid quarterly in advance based on the value of the account on the last day of the prior quarter.
DISCLOSURE STATEMENT Please see our Disclosure Statement (Form ADV Part II) for more information on Potomac Advisors, its management services and compliance practices.