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 an annual retainer fee for account management that typically ranges from $7,000 to $15,000 for individual clients and couples. This fee covers both investment management and ongoing financial planning. The exact cost depends on the number of accounts managed, total portfolio size, and overall financial complexity. Clients can choose to pay quarterly, biannually, or annually.
Contact
M. Polak
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Polero Ice Advisers
State Registrations1 state
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