Polymath Financial offers a range of advisory services, including connecting clients with third-party investment managers, providing financial planning and consulting, and assisting employers with retirement plan consulting. Polymath Financial works with clients to understand their financial goals and risk tolerance. They do not offer individualized investment advice but provide general investment advice to financial planning and third-party money management clients.
Fee Structure
Polymath Financial does not directly manage investments. Instead, they connect clients with third-party money managers. The maximum combined annual fee charged by Polymath Financial and the third-party money managers will not exceed 2.00%. The third-party managers pay Polymath Financial a portion of the investment advisory fee they charge the client.