Polaris Financial Partners offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend equities, but may use other securities to diversify portfolios. Polaris tailors programs to each client's needs, using model allocations and specific recommendations based on personal restrictions, needs, and targets. They review investment product risks and rewards with clients and build customized portfolios.
Assets Under Management$230M
Clients145
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$110M
www.linkedin.com/company/polaris-financial-part... ·www.facebook.com/polarisfinancialpartners ·polarisfinancial.net
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $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 negotiable for accounts over $10,000,001. 529 accounts are charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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