Poling Capital Management provides investment management services, primarily investing client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (ETFs). Poling Capital Management works with each client to establish appropriate investment objectives and goals. All client assets are managed on a non-discretionary basis.
Assets Under Management$2.3M
Clients3
Advisors1
Avg. per Client$760K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...