Advisor at Polaris Capital Management LLC
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Firm
Polaris Capital Management LLC
Location
El Dorado Hills, CA
Credentials
Series 65
Industry experience
4 years
Adarsh Shyamsundar is a financial advisor at Polaris Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Micron Technology Inc. for twelve years. Polaris Capital Management provides individualized investment management and financial planning to individual and high-net-worth clients, managing a small, boutique book of business. The firm builds tailored portfolios based on client goals, risk tolerance, and tax considerations, and is notable for offering performance-based fee arrangements with hurdle and high-water-mark provisions.
Based on Polaris Capital Management LLC
Project-Based Financial Planning Service fees range from $2,500 to $10,000 based on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Performance-based fees offered for qualified clients (with at least $1,100,000 assets under management or net worth over $2,200,000) via Atchala Investment Fund LP private fund.
Ongoing Comprehensive Financial Planning service paid as fixed monthly fee (calculated as 0.50% of AGI plus 0.50% of Net Worth).
Account minimum: $150,000 Minimum fee: Minimum annual fee for Comprehensive Financial Planning service is $8,000. Fee-only: Comprehensive Financial Planning service charged upfront $500-$1,500 plus ongoing monthly fee equal to 0.50% of Adjusted Gross Income plus 0.50% of Net Worth.
El Dorado Hills, CA
California · Texas
Polaris Capital Management LLC
2022 - Present (4 years)
Micron Technology Inc.
2010 - 2022 (12 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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