Polaris Capital Management (PCM) manages investment portfolios and offers financial planning services. PCM works with clients to create personalized investment plans based on their goals and risk tolerance. PCM also offers ongoing comprehensive financial planning for a monthly fee, covering areas like cash flow, college savings, retirement, and estate planning. PCM also provides project-based financial planning services on specific topics.
Assets Under Management$8.1M
Clients19
Advisors1
Avg. per Client$430K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.20% |
| $1.0M - $2.0M | 0.20% |
| $2M+ | 0.20% |
Fees may be negotiable in some cases. PCM also offers performance-based fee arrangements to qualified clients: 0.20% AUM fee plus 20% of gross profits above a 6% hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...