POLARIS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- FLOSSMOOR, Illinois
- CRD number
- 305777
- Website
- www.polarisadvice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.93%
- Pension & Profit Sharing Plans49.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Polaris Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, combining traditional advisory work with licensed insurance brokerage. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Polaris charges fees based on a percentage of assets under management and also uses fixed-fee arrangements for some engagements. The firm is not marked as an active ESG investor and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds30%
- Exchange Traded Equities25%
- US Government Bonds10%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
Contacts
3 of 5THOMAS O'SHAUGHNESSY
Investment Adviser RepresentativeCRD 2561923
Felicia Gates
Investment Advisor RepresentativeCRD 2317644
RICHARD CHEW
Life Insurance DirectorCRD 5657521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLOSSMOOR, IL
COOK
Location
FLOSSMOOR, IL
Headquartered in FLOSSMOOR, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1020 Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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