Polymita Wealth Management provides personalized investment management and financial planning services. For portfolio management, Polymita Wealth Management designs and monitors investment portfolios based on each client's individual goals, risk tolerance, and time horizon, while requiring client approval before making any trades. In addition to managing investments, Polymita Wealth Management offers comprehensive financial planning services covering retirement strategies, cash flow analysis, tax planning, estate preservation, and risk management. Clients can choose standalone financial planning or ongoing guidance with regular check-ins and plan updates. Polymita Wealth Management operates as a registered investment advisor with no minimum account size required to open an account, making its services accessible to individuals at various stages of their financial journey.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is 1.50% of assets under management and is negotiable.