Polero ICE Advisers provides financial planning and investment advisory services. The firm manages assets in multiple or single asset classes, depending on the client's needs. In addition to investment advice, Polero ICE Advisers offers guidance in retirement planning, insurance, and credit management. The firm manages accounts separately at outside brokerage firms and does not take custody of client assets.
Assets Under Management$110M
Clients59
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Polero ICE Advisers charges a flat annual retainer fee for managing investment accounts and providing ongoing financial advice. The fee is determined by the number of accounts, their size, and the complexity of your situation. Annual fees typically range from $7,000 to $15,000 for individuals and couples, and include financial planning.
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