M. Polak is a CFP-designated registered investment advisor at Polero Ice Advisers, based in New York, NY, with 4 years of industry experience. M. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 59 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Polero ICE Advisers charges a flat annual retainer fee for managing investment accounts and providing ongoing financial advice. The fee is determined by the number of accounts, their size, and the complexity of your situation. Annual fees typically range from $7,000 to $15,000 for individuals and couples, and include financial planning.
Contact
M. Polak
Location
New York, NY
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 →Employment History
Current Registrations
Polero Ice Advisers
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