Robert Deitrick
Robert Deitrick is a registered investment advisor at Polaris Financial Partners, LLC, based in Westerville, OH, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 145 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001. 529 accounts are charged 0.50% annually.
Fee Estimator
Location
470 Olde Worthington Road Suite 450, Westerville, OH, 43082
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2023Other Business ActivitiesSells Insurance
Robert is involved in outside fixed insurance since 2006, Polaris Financial Partners LLC since 2009, and Polaris Productions LLC since 2009, where he co-authored "Bulls, Bears & the Ballot Box." He is also a managing member of The Polaris Pointe of St. Croix, USVI, LLC, a rental property, spending about 10-20% of his time as property manager and concierge.
Employment History
Current Registrations
Polaris Financial Partners, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.