POTTER ADVISORS LLC

Overview

Potter Advisors LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as institutions. While it does not actively engage in ESG investing, it offers educational seminars and workshops to enhance client understanding of financial matters. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, catering to a diverse client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices