Consider Polaris Wealth if you are looking for comprehensive wealth management, including financial planning, and have $500,000 or more in investible assets or the ability to work towards that level.
We don’t charge or accept commissions.
We don’t recommend investments with deferred sales charges.
Our fees are transparent and free of conflicts of interest. Our advice is objective.
We charge for portfolio management, which includes financial projections, tax management, regular review
meetings, preparation of tax documents and all coordination with your external advisors: accountants, lawyers and fee-only financial planners.
You will also incur fully disclosed custodial fees and MERs charged by ETFs and mutual funds.
The fees we charge will vary based on your assets under management and portfolio composition. Your total fees (including MERs) are likely to be in the range of 0.75% to 1.5%.
If you are interested in further lowering your fees by doing some of the work yourself then please visit our Direct investing service Polaris Wealth Direct.