You deserve financial advice that’s not only personalized, but fully transparent. Just like our fees.
At Polaris Wealth Partners, transparency is at the core of everything I do – including how I structure my fees. As an independent, fee-only fiduciary, my compensation is based solely on the services I provide to you, not commissions, product sales, or outside incentives.
How My Fees Work: I charge an annual fee based on a percentage of assets under management (AUM). This structure allows my success to be directly tied to yours. As your portfolio grows, our interests remain fully aligned.
| Assets Under Management | Annual Advisory Fee |
|---|---|
| The first $2,000,000 | 1.00% |
| The next $3,000,000 | 0.75% |
| $5,000,001 and above | 0.50% |
Your advisory fee covers comprehensive financial planning and investment management services including:
Personalized financial planning tailored to your goals Ongoing investment management and monitoring Retirement planning Tax strategy coordination Estate and legacy planning support Insurance and risk analysis Ongoing meetings, reviews, and proactive adjustments as your life evolvesFinancial planning isn’t a one-time conversation. As your life changes, I provide ongoing guidance, consistent reviews, and proactive adjustments, ensuring your plan continues to reflect your evolving goals.
