Bin Xiao is a CFA-designated registered investment advisor at Polaris Capital Management, LLC, based in Boston, MA, with 12 years of industry experience. Bin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees and minimum account sizes may be negotiated. Fee schedule does not include custody fees.
Fee Estimator
Location
121 High Street, Boston, MA, 02110-2475
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Polaris Capital Management, LLC
State Registrations1 state
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