Firm
Polaris Asset Management
Seattle, Washington
Fee-only
Polaris Asset Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 47 individual clients, 30 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 47 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | polarisasset.com |
| Phone | (206) 856-5101 |
Polaris Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"Management fees are three-quarters of a percent per annum, fees are deducted quarterly" source
"is raising the minimum for each family's aggregate balance, including retirement and trust accounts, to $500,000" source
"Management fees are three-quarters of a percent per annum, fees are deducted quarterly" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $51 million |
| Individual clients | 17 |
| High-net-worth clients | 30 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 114586 |