Polygon Investment Management offers investment management services, allocating client assets among individual debt and equity securities, exchange-traded funds (ETFs), and mutual funds. Polygon tailors its services to each client's individual needs, considering their risk tolerance, time horizon, and investment goals. Polygon combines internal and external management, as well as active and passive methodologies, in a disciplined allocation process.
Assets Under Management$25M
Clients6
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Firm also offers performance-based fees to qualified clients, consisting of a base fee of 1% of assets managed and a performance fee of up to 15% of net performance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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