Polson Wealth Management offers customized investment management and financial planning services to individuals, high-net-worth individuals, family offices, trusts, estates, and retirement plans. Operating primarily through a bundled advisory program, the firm designs portfolios tailored to each client's specific financial objectives, risk tolerance, and tax situation. Investment strategies generally focus on long-term growth using a mix of mutual funds, exchange-traded funds, individual equities, bonds, and other securities. In addition to managing portfolios, Polson Wealth provides comprehensive financial planning covering retirement, education funding, estate planning, cash flow analysis, tax planning strategies, and insurance needs. The firm also works with outside money managers when appropriate to oversee specific portions of a client's wealth. Polson Wealth emphasizes personalized service and coordinates with clients' existing legal and tax professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees can reach up to 1.50% annually and are negotiable based on the size and nature of the relationship.