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Pricing

Transparent Pricing, No Commissions.


​The annual cost for our services is one simple wrap fee based on the assets we manage for you per year. This fee is debited monthly from your investment account.
No trade fees
No transaction fees
No rebalancing fees
No load fees
One wrap fee
per year
No account minimum.
Get Started

Pricing FAQs

Is this pricing inclusive of all services? 
Yes, this pricing includes all of our services. There are no additional costs in working with our advisors.
When do you bill my account?
We bill your account in arrears on a monthly basis. This amount is debited directly from your investment account - there is no action required from you.
Can you provide an example of an advisory fee calculation?
For an account with an average monthly balance of $10,000 you will have a monthly advisory fee of $7.81. 
This calculation is based on 30 days in a month and 365 days in a year, the calculation is as follows: 
$10,000*.95%*(30/365) = $7.81.
​Can I see the amount of fees I will pay beforehand?
Yes, we provide you with a billing schedule before we deduct the fees from your account.
​What kind of trading commissions will I incur on my account?
You will pay no commissions or trading fees.
What is the minimum amount required to invest with Polaris?
We do not have an account minimum. We believe wealth management should be accessible to everyone.
Where are my assets held?
Your assets are held in an account at our custodian, Interactive Brokers Group.
Are there fees to transfer or withdraw money / an account?
No; there are no fees to transfer or withdraw money from an account.

Account Types

We support a variety of account types including general investing, retirement and HSAs.
Account types are available for both Individual and Business clients.
Individual
Joint
Custodial
Revocable Trust
​Irrevocable Trust
Roth
Traditional
Rollover
SEP
SIMPLE
Beneficiary
401(k)
Roth 401(k)
​403(b)
457
Health Savings Accounts (HSA)

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[email protected]
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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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