Roman Polnar
Roman Polnar is a registered investment advisor at Pillar6 Advisors, LLC, based in San Francisco, CA, with 18 years of industry experience. Roman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 127 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and subject to a minimum quarterly fee of $750 ($3,000 annually).
Fee Estimator
Location
1160 Battery Street, Suite 100, East Building, San Francisco, CA, 94111
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roman is a licensed insurance agent in California. This activity is not investment-related, but it does involve insurance sales.
Employment History
Current Registrations
Pillar6 Advisors, LLC
Previous Registrations
MML Investors Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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