Richard Chew

5 Years of Experience

Flossmoor, IL

1 DisclosureSells Insurance

Richard Chew is a registered investment advisor at Polaris Wealth Management, LLC, based in Flossmoor, IL, with 5 years of industry experience. Richard 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.

Polaris Wealth Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

163 clients

Average Client Portfolio

$84K average

Assets Under Management

$13.7M

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $250K	1.00%
$250K+	0.75%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

1020 Park Dr, #213, Flossmoor, IL, 60422

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 2008

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard sells life insurance and annuities through 1st Capital Insurance Group. He also hosts a public-access radio show, dedicating minimal time outside of trading hours to it.

Employment History

Current Registrations

Polaris Wealth Management, LLC

February 2021 - Present · 5 yrs 3 mos

State Registrations1 state

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.

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