Felicia Gates is a registered investment advisor at Polaris Wealth Management, LLC, based in Flossmoor, IL, with 5 years of industry experience. Felicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 163 clients with $14M 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 $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1020 Park Dr, #213, Flossmoor, IL, 60422
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Felicia works as an accountant at Samuel Dewitt Proctor Conference, a non-profit organization focused on human rights and social justice. This role takes nearly all of Felicia's time and accounts for 90% of her yearly compensation.
Employment History
Current Registrations
Polaris Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.