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Featured Business Financial Advisor in Framingham, MA
Framingham Financial Advisors
Polaris Advisors, LLC
550 Cochituate Road, East Wing, Floor 4, Suite 25
Framingham, MA 01701
(508) 481-2299
Advisor Profile
Fredric Weldon, CFA
Name:  Fredric Weldon, CFA
Phone Number:  (508) 481-2299
Website:  Visit Website
Disclosure Link:
https://adviserinfo.sec.gov/...

About Polaris Advisors, LLC

Mission/Philosophy:
Polaris Advisors, LLC is a fee only Registered Investment
Advisor helping individuals and small institutions build,
manage and grow investment portfolios to support their lives
and charitable missions.

We believe our clients should be treated as if they were
valued customers in the trust department of a bank, rather
than just accounts at a brokerage firm. First and foremost,
that means they should receive Investment Management Services
delivered under the Fiduciary Standard, and not some watered
down "Suitability Rule" that allows an advisor to receive
commissions.

Services:
Polaris Advisors' primary goal is to provide unbiased, honest
and accurate financial advice. We provide investment
management, tax planning, estate planning, and retirement
planning. We meet our clients and prospective clients in our
office and/or their home.

Relationship:
We look for long term relationships with each of our clients.
When the bond of familiarity grows between our clients and us,
life improves. It's easier and more effective to service
clients we know well, while clients gain the confidence of
knowing we will take care of them.
 

General Information

Gender:    Male
CRD#:    2351652
Firm CRD#:    35747
States Licensed in:    -
States Willing to do Business in:   
Years of Experience in Financial Services:    20+
Number of Years with Current Firm:    -
I work with the following types of clients:    -
 

Education

Academic Background
 
MBA - Kellogg Graduate School at Northwestern University (1977)

Bachelors degree, Engineering - Union College (1974)
 

Services

I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Securities Licenses:    Series 24, Series 7
Financial Organization Memberships:    Boston Security Analysts Society
 

Firm Information

Firm's Number of Clients:    100+
 

Compliance

Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    0.9%
Additional Details on Charges:    Initial meetings are complementary for qualified inquires, and usually include the development of a financial plan. Management fees are assessed at 0.225% of assets under management, per quarter, in arrears. (9/10th of a percent per year) Polaris Advisors has no set up charges or termination fees. All services described except lawyers fees for documenting estate plans are included.
 
 
 
Prepared By: Fredric Weldon, CFA

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