MP
MP
Michael Policar
13 Years of Experience
Sammamish, WA
1 Disclosure
Michael Policar is a registered investment advisor at Ngp Financial Planning, LLC, based in Sammamish, WA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 75 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
75 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$124.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Advisory fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sammamish, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2015Denied
Employment History
Current Registrations
Ngp Financial Planning, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Hightower Securities, LLCBroker
September 2019 - January 2021 · 1 yr 4 mos
Hightower Advisors, LLC
February 2018 - January 2021 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - January 2018 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - January 2018 · 3 yrs 3 mos
Wells Fargo Advisors, LLC
August 2012 - October 2014 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2012 - October 2014 · 2 yrs 3 mos
State Registrations4 states
AZCATXWA
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.