Polaris Financial Partners provides personalized investment management and financial planning services to individuals and high-net-worth clients. The firm tailors investment portfolios to each client's specific goals, risk tolerance, and family situation, focusing primarily on equities, mutual funds, exchange-traded funds, and fixed income securities. In addition to portfolio management, Polaris Financial Partners offers standalone financial planning covering areas such as retirement, taxes, life insurance, and debt management. The firm operates with no account minimums.
Assets Under Management$230M
Clients145
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$110M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees for accounts over $10,000,000 are negotiable. 529 accounts are billed an annual fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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