Polymath Investments LLC offers investment advisory services to individuals and small businesses. They work with clients to identify investment goals, objectives, and risk tolerance to create a suitable portfolio allocation. Services include financial planning, investment planning, estate planning, education planning, and disability/risk planning. Portfolios may include individual stocks, bonds, exchange traded funds, and mutual funds.
Assets Under Management$83M
Clients46
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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