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With the advent of low brokerage commissions and the flood of timely financial news and information on the Internet, it becomes possible for investment advisers to offer excellent account management services at prices competitive with those charged by no-load mutual funds. Management fees are three-quarters of a percent per annum, fees are deducted quarterly, and customers pay commissions between five and ten dollars per trade. Polaris Asset Management is able to offer clients focused, individualized asset management for retirement, trust, UGMA,
and individual accounts.
Disclaimer
Polaris Asset Management LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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