Transparent Pricing, No Commissions.
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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.
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Pricing FAQs
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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.
Account types are available for both Individual and Business clients.
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401(k)
Roth 401(k) 403(b) 457 Health Savings Accounts (HSA) |
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