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Advisor

Kimerly Polak Guerrero

Polero ICE Advisers LLC · New York, New York

Kimerly Polak Guerrero is a fee-only financial advisor at Polero ICE Advisers LLC in New York, New York, who holds the CFP, MBA and RICP credentials. Polero ICE Advisers LLC reports charging hourly fees and fixed fees on its Form ADV.

HourlyFixed fees Fee-only CFPMBARICP

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Facts

FirmPolero ICE Advisers LLC
Based in New York, New York
Fee model (firm's Form ADV)Hourly · Fixed fees
Assets under management$106.0M across 143 accounts
CredentialsCFP · MBA · RICP
Firm size1 employee
Websitepoleroadvisers.com

How Kimerly's firm compares

  • Polero ICE Advisers LLC's average account is about $741,000, from its Form ADV (assets managed divided by 143 accounts).

What fee-only advisors charge in New York

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Questions about Kimerly

Is Kimerly Polak Guerrero a fee-only financial advisor?

Yes. Kimerly Polak Guerrero is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Kimerly charge for financial advice?

Kimerly's firm, Polero ICE Advisers LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

Where is Kimerly Polak Guerrero based?

Kimerly Polak Guerrero is based in New York, New York.

What credentials does Kimerly Polak Guerrero hold?

Kimerly Polak Guerrero holds the CFP, MBA and RICP credentials.

How much does Polero ICE Advisers LLC manage?

Polero ICE Advisers LLC reports $106.0M across 143 accounts in assets under management.

How do I contact Kimerly Polak Guerrero?

Through Kimerly's website, poleroadvisers.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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