Polymath Capital Advisors (PCA) offers investment advice and sub-advisory services to various clients, including high net worth individuals, family offices, and corporations. PCA creates personalized investment strategies and offers ongoing advice on asset allocation. PCA also provides research on investment opportunities and consolidated reporting. PCA partners with Betterment for portfolio management services, leveraging their technology and algorithms.
Fee Structure
Polymath Capital Advisors charges an annual fee based on the amount of assets managed. The minimum annual fee is $50,000 for accounts up to $4,999,999. For accounts between $5M and $14,999,999, the minimum annual fee is $150,000. For accounts between $15M and $24,999,999, the minimum annual fee is $250,000. For accounts over $25M, the fee is 1% of the assets managed. Betterment accounts are charged 0.25% annually.