Firm
Polero ICE Advisers LLC
New York, New York
Fee-only
Polero ICE Advisers LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 37 of them high net worth.
- Its average account is about $741,000 (assets it manages divided by its 143 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | poleroadvisers.com |
| [email protected] | |
| Phone | (917) 837-0440 |
Polero ICE Advisers LLC fees
Polero ICE Advisers LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $106 million |
| Individual clients | 22 |
| High-net-worth clients | 37 |
| Accounts managed | 143 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135274) |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 148790 |