Polaris Financial Planning offers ongoing investment management services to individuals. They focus on understanding your financial situation and goals to create a suitable investment strategy. Polaris Financial Planning primarily uses mutual funds and believes in a long-term, science-based investing approach, emphasizing diversification and index funds. They do not provide legal or tax advice and urge clients to consult with their own professionals.
Assets Under Management$150M
Clients129
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable for accounts above $1,000,000 based on client type, complexity, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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