Average mutual Funds charge 1.5% to 2.0% per year in expenses. We use Ultra Low Cost mutual funds with expenses of 0.2% per year. For more info on why expenses matter.
Polaris is paid only by the customer. We do not collect commissions, and we are not paid by anyone to sell their product.
Many advisors or brokers get paid each time you buy and sell. Because we are FEE ONLY we can follow a buy and hold strategy that may reduce your taxes. You can learn more here…
Some advisors charge loads (sales fees) as high as 8.5%. We use only No Load mutual funds. To learn more about Load vs. No-Load Click here.
Polaris is a Fee Only investment advisor. We are paid by you – so we work for you. Most advisors are paid a commission to sell things to you. Should you use a Fee-Only advisor?
Do not put all of your money in just a few stocks. We can help you own the entire stock market. It is very easy and we can show you how. Learn more about investment diversification here.
For more information, please see some of our blog posts:
What we do
Interview with Andrew Torrez. We discuss many legal and financial …Read more