New Potomac Partners LLC

New Potomac Partners LLC, established in November 2014, offers portfolio management, financial planning, and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. Clients are not required to meet a minimum asset threshold, and services can be provided on a discretionary or non-discretionary basis. Discretionary clients grant NPP authority to make investment decisions, while non-discretionary clients must approve changes before they are executed. NPP may offer a Wrap Program, where certain transaction costs are included in the management fee. Fees for asset management services range from 0.60% to 1.25% annually, with financial planning fees ranging from $1,000 to $2,500 or hourly fees between $100 and $300. NPP recommends Schwab as a custodian and broker, with trades executed to seek best execution. The firm utilizes various methods of analysis, including charting, fundamental review, technical review, cyclical review, and economic review to develop tailored investment strategies. Clients are encouraged to review statements and confirmations directly from the custodian. NPP does not engage in performance-based fees and has no disciplinary history. Clients can request proxy voting and receive annual account reviews. The firm's principals, David Straus and Robin Mitler, are not compensated with performance-based fees.