Polaris offers its clients a fair and transparent fee structure, with no commissions for transactions or deferred sales charges. By eliminating these types of charges, we eliminate the potential for conflict of interest.
What you do pay: fees for portfolio management and financial planning; custodial fees; and, if applicable, fees associated with exchange traded funds (ETFs) and mutual funds.
Different clients will have different investor profiles. Their total fees will vary according to assets under management and portfolio composition, but are unlikely to be outside the range of 0.75% to 1.5%.
We would be happy to provide you with a fee quote on request.