Adarsh Shyamsundar
Adarsh Shyamsundar is a registered investment advisor at Polaris Capital Management LLC, based in El Dorado Hills, CA, with 4 years of industry experience. Adarsh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 19 clients with $8.1M 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 | 0.20% |
| $1.0M - $2.0M | 0.20% |
| $2M+ | 0.20% |
Fees may be negotiable in some cases. PCM also offers performance-based fee arrangements to qualified clients: 0.20% AUM fee plus 20% of gross profits above a 6% hurdle rate.
Fee Estimator
Location
El Dorado Hills, CA
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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 Registrations2 states
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