Polestar Capital LLC (PC) manages investment funds and other accounts, focusing on publicly traded U.S. equities. PC's investment strategy is value-driven and contrarian, emphasizing company fundamentals, management expertise, and growth potential. PC does not typically tailor its services to individual needs but manages each account according to the client's selected strategy. PC only manages assets on a discretionary basis.
Assets Under Management$2.5M
Clients5
Advisors2
Avg. per Client$490K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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