Polaris Capital Management LLC fees and pricing
Financial planner in El Dorado Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, Polaris Capital Management LLC charges an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000/yr
“The minimum annual fee is $8,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Polaris Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in arrears on a quarterly basis based on the balance as of the last business day of the billing cycle.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Polaris Capital Management LLC’s fees compare
- Its annual fee of $8,000 is above the California median of $6,250. 58% of the 224 other California planners that publish an annual fee charge less.
About Polaris Capital Management LLC
- Principal: Adarsh Shyamsundar
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $8,000 minimum fee (stated in brochure)
- Clients
- 25
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,951,686
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317994
- Phone
- (916) 390-3317
Other planners in El Dorado Hills that publish fees
- Bridgeview Capital Advisors, Inc.El Dorado Hills$350/hr, $700
- Continuum Financial Partners, LLCEl Dorado Hills$260/hr, $975-$19,500
- Larsen Wealth ManagementEl Dorado Hills$1,500-$2,500
- Rossi Financial GroupEl Dorado Hills$2,500-$25,000
- Vortalis Wealth Management LLCEl Dorado Hills$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.