Polaris Investment Advisors provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, charitable organizations, corporations, and retirement plans. Polaris creates customized investment strategies using low-cost mutual funds and exchange-traded funds, and may also use individual stocks. Polaris also offers standalone financial planning services. They may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$220M
Clients138
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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