Kurtis Polacek
Kurtis Polacek is a CFP-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Hamilton, OH, with 10 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
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.
Exams
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