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F.A.Q.'s

Frequently Asked Questions


what is polaris portfolios?
Polaris Portfolios ("Polaris") is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC).
where are my assets held?
 Client assets are held at our custodian bank, Interactive Brokerage Group ("IBG").
Is INTERACTIVE brokers group a regulated financial institution?
Yes, Interactive Brokers Group is a regulated financial institution and member FINRA/SIPC.
how much does polaris charge?
Polaris charges a management fee of 0.95% for all account sizes. For more information about our pricing please visit our Pricing Page.
does polaris receive any compensation from any of the etfs on its platform?
No, we do not receive any compensation from any of the ETFs on our platform.
how do i connect with my advisor?
If you would like to speak with an advisor before opening an account you may schedule a time convenient to you. If you chose to open your account through the self-directed path from our website, your advisor will reach out to you upon your account opening. On a regular basis, you may communicate with your advisor via phone, email, web chat, or video conference.
what kind of trading commissions will i incur?
None. At Polaris, there are no trading, transaction, sales, load, or rebalancing fees.
do i have to pay a fee to use the auto-deposit feature?
No, auto-deposit is a complementary feature for all account holders.
what happens when i make a deposit to my account?
We allow for ACH transfer for clients to fund their accounts. This can be done either by instructing your advisor or on your own using the client dashboard provided to you with your account.

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© 2025 Polaris Financial, LLC.
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
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