Polero ICE Advisers offers independent financial planning and investment management services tailored to each client's specific goals and risk tolerance. Led by M. Kimerly Polak, the firm specializes in creating diversified portfolios using low-cost exchange-traded funds, mutual funds, and individual securities, while maintaining a disciplined approach to rebalancing during market shifts. In addition to managing investment accounts, Polero ICE Advisers provides guidance in retirement planning, insurance, and credit management. The firm primarily serves high-net-worth individuals as well as clients with more modest resources, operating under a flat-fee and hourly model designed to minimize conflicts of interest.
Fee Structure
Polero ICE Advisers charges an annual retainer fee for account management that typically ranges from $7,000 to $15,000 for individual clients and couples. This fee covers both investment management and ongoing financial planning. The exact cost depends on the number of accounts managed, total portfolio size, and overall financial complexity. Clients can choose to pay quarterly, biannually, or annually.
