Robert Sell is a CFP-designated registered investment advisor at Polaris Asset Management, LLC, based in Sugar Hill, GA, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 39 clients with $12M 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 $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.90% |
| $2.3M+ | 0.80% |
Fees may be negotiable at Polaris's discretion.
Fee Estimator
Location
1400 Buford Hwy Ne, Suite R-1, Sugar Hill, GA, 30518
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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 Activities
Robert is a self-employed mathematics tutor since February 2019, spending about half his time on this activity, primarily in the evenings. He dedicates minimal time during trading hours.
Employment History
Current Registrations
Polaris Asset Management, LLC
Previous Registrations
Axiom Asset Management, LLC
Actify Investor Retirements, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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