Polaris Asset Management offers investment management and financial planning services to individuals, families, and retirement plans. Polaris develops investment strategies based on client goals and manages portfolios accordingly. Financial planning covers areas like retirement, estate, tax, and education planning. Polaris acts as a co-fiduciary for retirement plans, providing investment advice and management.
Assets Under Management$12M
Clients39
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.90% |
| $2.3M+ | 0.80% |
Fees may be negotiable at Polaris's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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