| Advisor Profile |
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| Name: |
Fredric Weldon |
| Phone Number: |
(508) 281-1199 |
| Website: |
Visit Website
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Business Description |
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. |
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General Information |
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| Years of Experience in Financial Services: |
14
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Education |
| Academic Background |
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MBA - Kellogg Graduate School at Northwestern University (1977)
Bachelors degree, Engineering - Union College (1974) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Alternative Investments, Annuities, Other
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Chartered Financial Analyst, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
.9
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| 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.
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| Prepared By: |
Fredric Weldon |
| Most Recent Update: |
04/16/2008 |
Frequently Asked Questions |
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