Polaris Portfolios Advisor

Polaris Portfolios Advisor

in Investment Advisors from Polaris Portfolios


Polaris Portfolios Advisor


in Investment Advisors from Polaris Portfolios

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Minimum Initial Investment $0
Management Fee 0.95%

Polaris Portfolios Advisor Review

Polaris Portfolios Advisor was founded in 2015 and is based in Wellesley, MA. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. Polaris Portfolios Advisor is not tied to a particular company or product and can therefore offer unbiased investment advice.

Polaris Portfolios Advisor Pros & Cons
The Good The Bad
  • Trades in low-cost ETFs.
  • Access to human advisors.
  • Advanced indexing.
  • Tax-loss harvesting available.
  • Wide selection of investment options.
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
Polaris Portfolios Advisor FAQ

What fees does Polaris Portfolios Advisor charge?

Polaris Portfolios Advisor uses a fee-only model.

This means Polaris Portfolios Advisor gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Polaris Portfolios Advisor Fees
Annual Fee $0
Monthly Fee $0
Management Fee 0.95%
Fee Based? Yes
Account Transfer Fee $0
Account Termination Fee $0
Investment Expense Ratios N/A
IRA Annual Fee N/A
Options Per Contract Fee N/A
Futures Contract Commission N/A

What management fees does Polaris Portfolios Advisor charge?

Polaris Portfolios Advisor charges an annual management fee that starts at 0.95% and ranges up to 0.95%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Polaris Portfolios Advisor?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Polaris Portfolios Advisor does not charge fees based on an investment expense ratio.

What features does Polaris Portfolios Advisor offer?

Access to human advisors: Robo-advisors are great at keeping costs down and helping investors with modest balances make good investment choices. However, it is also nice to have access to human financial advisors when you need them.

Automatic rebalancing: Having a good balance of investments is important. But a well-balanced portfolio is not something you can set up and forget. Markets are constantly changing and can easily throw your portfolio out of balance. Polaris Portfolios Advisor allows you to rebalance your investments back to your target asset allocation at set intervals.

Full-service brokerage: Polaris Portfolios Advisor provides access to a wide selection of financial advice and products, such as facilitating trades, managing portfolios, and wealth management services.

Polaris Portfolios Advisor gives investors access to advanced indexing. This is an investment feature that uses multiple factors to determine the weighting of stocks in your portfolio when using indexed funds. While traditional indexed funds only consider market capitalization, advanced indexing also takes into account other factors, such as dividend yield and volatility.

What type of investment accounts and asset classes does Polaris Portfolios Advisor support?

Polaris Portfolios offers the following types of assets and account types.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • Trusts
  • Employer Sponsored Plans
  • Custodial Accounts
  • 529 College Savings Plans

These are the investment options Polaris Portfolios offers its clients.

Investment Choices Options
Supported Options Unsupported Options
  • Stocks
  • Options
  • Mutual Funds
  • Futures
  • Bonds
  • International Stocks
  • ETFs
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • Cryptocurrencies

What is the minimum amount you have to invest to open an account with Polaris Portfolios Advisor?

Polaris Portfolios Advisor does not have a minimum amount to open an account.
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  • Headquarters
  •   38 Maurice Road
    Wellesley, MA 02482
  •   Visit Site

About Polaris Portfolios Advisor

Feature Breakdown

Accounts Supported
  • Custodial Accounts
  • Employer Sponsored Plans
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Rollover IRA
  • Roth IRA
  • Traditional IRA
  • Trusts
Investment Features
  • Access to human advisors
  • Advanced Indexing
  • Automatic Rebalancing
  • Daily Tax-loss Harvesting
  • Full-service Brokerage
  • Registered Investment Advisor

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