Polaris Investment Partners, INC

Fee-Only (% of Portfolio)

Polaris Investment Partners offers investment management to individuals, families, benefit plans, and institutions. They manage traditional private accounts and offer alternative investment strategies, including private funds and managed commodity trading advisor (CTA) portfolios. Polaris' investment philosophy combines traditional strategies with alternative assets. They also scrutinize other investment managers and commodity trading advisors (CTAs) to identify talented managers in specialized markets.

Assets Under Management$16M
Clients23
Advisors1
Avg. per Client$680K
Avg. per Advisor$16M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000

Polaris Investment Partners generally charges up to 1.00% per year for managing your investments. The actual fee depends on the amount of assets they manage for you, and some clients may be billed a flat percentage or dollar fee. There is a $1,000 minimum annual fee per household. Fees are negotiable and may be waived at Polaris' discretion.

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Location

1 Advisors at this firm

Polaris Investment Partners, INC | TrueAdvisor