Polaris Wealth Management (PWM) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. PWM creates an Investment Policy Statement for each client. PWM also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. PWM also offers pension consulting services to employee benefit plans.
Assets Under Management$14M
Clients163
Advisors5
Avg. per Client$84K
Avg. per Advisor$2.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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