Advisor at Potomac Wealth Strategies, LLC
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Firm
Potomac Wealth Strategies, LLC
Location
Alexandria, VA
Credentials
Series 66
Industry experience
23 years
Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.
$1 - $500,000: 1.50% $501,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% Above $2,000,000+: 0.85%
Fee-only: Fixed fees between $500 and $2,000 for financial planning
Alexandria, VA
Virginia
Potomac Wealth Strategies, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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