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Fredric Weldon, CFA

Polaris Advisors, LLC

550 Cochituate Road
East Wing, Floor 4, Suite 25

Framingham, MA 01701
(508) 4812299

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

CRD#

2351652

Firm CRD#

35747

States Licensed in

-

Years of Experience in Financial Services

20+

Number of Years with Current Firm

-

I work with the following types of clients

-

Services

I can meet clients in the following ways

At my office

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Analyst (CFA)

Securities Licenses

Series 7, Series 24

Financial Organization Memberships

Boston Security Analysts Society

Firm Information

Firm's Number of Clients

100+

Compensation and Fees

Fee Structure

Fee-Based

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.

Disclosures

https://adviserinfo.sec.gov/IAPD/Content/Common/cr d_iapd_Brochure.aspx?BRCHR_VRSN_ID=497778