Polaris Asset Management buys and sells securities for clients' benefit. They offer individualized client portfolios, taking into account each client's risk tolerance. In addition to investment management, Polaris Asset Management provides financial planning services, including assessing assets, liabilities, future needs, cash flow, and retirement needs.
Assets Under Management$51M
Clients47
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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