Polaris Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,000,000
Clients
47
64% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$1,085,106
About
Polaris Asset Management provides discretionary portfolio management and individualized financial planning to a mix of individuals, families, retirement accounts, trusts, estates, foundations, charitable organizations, and business entities. The firm manages about $51 million across roughly 47 clients and generally requires an aggregate account minimum of $500,000, with occasional waivers.
The firm favors long-term purchases to capture tax advantages and relies primarily on fundamental analysis of individual companies, while reserving the ability to use margin or short-term trades when judged appropriate. Portfolios are managed on an account-by-account basis with client-imposed restrictions accepted, and investment research sources include proprietary filings, subscription services (e.g., Morningstar, ValueLine), and outside broker-dealer research.
Compared with many single-advisor firms, Polaris has a relatively high asset-per-client profile and a detailed continuity and succession plan reflecting a long operating history and the principal’s lengthy investing and teaching background. Operationally, the adviser does not aggregate trades across accounts, does not accept commissions or soft-dollar benefits, does not vote client proxies, and leaves custody and choice of broker/custodian to the client.
Client services
Financial planning
Portfolio management
Fee options
0.75% per annum, paid quarterly in arrears
Account minimum: $500,000
Main office location
Polaris Asset Management LLC
Seattle WA, United States
Number of offices
1
Most active in
Polaris Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")