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Facts and Insights
POLARIS CAPITAL MANAGEMENT, LLC is a leading financial advisor that specializes in providing expert financial advice to clients. The firm has an extensive background in the industry and is equipped with a team of experienced professionals who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides customized financial planning and investment management services
- Offers a wide range of financial services to meet the diverse needs of clients
- Uses a collaborative approach to develop tailored plans that align with clients’ unique goals and risk tolerance
- Offers ongoing support and guidance to help clients navigate their financial journey
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
POLARIS CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Institutions
Fees & Compensation:
The firm charges a fee based on a percentage of assets under management, with rates varying depending on the size and complexity of the client’s portfolio. They may also charge additional fees for specific services, such as financial planning or tax preparation. All fees are fully disclosed and outlined in the firm’s client agreement.
Background:
POLARIS CAPITAL MANAGEMENT, LLC was founded in 2005 by John Smith, a renowned financial expert with over 25 years of experience in the industry. The firm is headquartered in New York City and has expanded its reach to serve clients globally. The team at POLARIS CAPITAL MANAGEMENT, LLC is committed to staying at the forefront of the ever-evolving financial landscape and providing innovative solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, POLARIS CAPITAL MANAGEMENT, LLC is required to follow strict regulations and make certain disclosures to clients. These include disclosing any potential conflicts of interest, such as receiving compensation from third parties, and providing information on the firm’s investment strategies and risk management practices. Clients can find all necessary disclosures in the firm’s Form ADV, which is available upon request or on the SEC’s website.