Polaris Wealth Partners offers investment management and financial planning as part of its wealth management services. They work with clients to establish financial goals and create personalized investment plans. They primarily advise on stocks, bonds, mutual funds, and ETFs. Polaris Wealth Partners also provides retirement plan consulting services to employer plan sponsors, assisting with plan design, investment review, and participant education.
Assets Under Management$5.4M
Clients2
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$5.4M
www.polariswealthpartners.com ·www.linkedin.com/in/jamie-mcknight-cfa-cfp®-3b4... ·www.linkedin.com/company/105048923/admin/dashboard
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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