CFP
CFP
Kari Polasek
15 Years of Experience
Minneapolis, MN
1 Disclosure
Kari Polasek is a CFP-designated registered investment advisor at Adaptive Financial Design LLC, based in Minneapolis, MN, with 15 years of industry experience. Kari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 34 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$418K average
Assets Under Management
$14.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Advisory fees are negotiable, at the firm's sole discretion depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Kari Polasek
Location
Minneapolis, MN
Get directionsHistory
Regulatory History (1)
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Criminal
May 2004Final Disposition
Employment History
Current Registrations
Adaptive Financial Design LLC
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Advisornet Wealth Partners
April 2021 - May 2023 · 2 yrs 1 mo
Cetera Advisor Networks LLCBroker
July 2020 - June 2023 · 2 yrs 11 mos
Wealth Enhancement Advisory Services, LLC
March 2017 - June 2020 · 3 yrs 3 mos
Wealth Enhancement Brokerage Services, LLCBroker
October 2016 - June 2020 · 3 yrs 8 mos
LPL Financial LLCBroker
September 2016 - June 2020 · 3 yrs 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
October 2008 - March 2014 · 5 yrs 5 mos
LPL Financial LLCBroker
October 2008 - March 2014 · 5 yrs 5 mos
Ameriprise Financial Services, INC.Broker
June 2007 - June 2008 · 1 yr
State Registrations1 state
MN
Advisor
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.
Exams
No exam information available for this advisor.
Contact
Kari Polasek