Kurtis Polacek
Kurtis Polacek is a CFP-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Hamilton, OH, with 9 years of industry experience. Kurtis 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 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
Location
7924 Jessies Way, Suite A, Hamilton, OH, 45011
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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 ActivitiesSells Insurance
Kurtis writes insurance business through general financial planning with K&A Wealth Advisors, dedicating minimal time. He is also an independent contractor offering client education to Altair Group clients, spending about a third of his time on this.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Simply Money Advisors
NFP Advisor Services, LLC
Waddell & Reed, INC.
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.