Firm
Polaris Capital Management
El Dorado Hills, California
Fee-only
Polaris Capital Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 25 individual clients, 17 of them high net worth.
- Its average account is about $255,000 (assets it manages divided by its 39 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | El Dorado Hills, California |
|---|---|
| Website | polariscapitalmanagement.net |
| Phone | (916) 390-3317 |
Polaris Capital 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.
| Ongoing planning | From $8,000 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $150,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"The minimum annual fee is $8,000." source
"Upfront one-time charge of $500 to $1,500, for initial plan development and written report." source
"(($1,000,000 x 1.00%) + ($500,000 x 0.75%)) ÷ 4 = $3,437.50." source
"We do require a minimum of $150,000 in assets." 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 8 |
| High-net-worth clients | 17 |
| Accounts managed | 39 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 317994 |