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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

About Polaris Advisors, LLC

Mission:
Our mission is to insure the financial safety and peace of mind of a limited number of retired clients. We believe a planned retirement is a safe retirement, and thereby a happy retirement.

Services:
Our suite of services includes a 20 year budget, investment management, tax planning, tax returns, withdrawals and withholding, long term care insurance, and estate planning. We call this our Retirement Income Package, and it provides our clients with a continuous view of where they should be, and how they are doing. We eliminate the fear of running out of money before running out of time, and the waste of running out of time, before running out of money.

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
Name of Broker/Dealer:    Purshe Kaplan Sterling Investments
States Licensed in:    CT, FL, ME, MA, NH
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    5
I work with the following types of clients:    Individual Investors
 

Education

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

Bachelors degree, Engineering - Union College (1974)
 

Services

Investment Types:    International Investments, Alternative Investments, Mutual Funds, Annuities
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
Insurance and Annuity Licenses:    Annuity
Financial Organization Memberships:    Boston Security Analysts Society
Non-Financial Organization Memberships:    Former board member of the American Cancer Society and the Hopkinton Education Foundation.
 

Compliance

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

Compensation & 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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