Fredric Weldon, CFA
Polaris Advisors, LLC

Tel: (508) 481-2299
550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 01701
Polaris Advisors, LLC | Financial Advisor in Framingham ,MA

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

States Licensed in:   -
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


Qualifications & Memberships

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.



Disclosures

Fredric Weldon, CFA

Fredric Weldon, CFA

CFA


Fredric E. Weldon is the managing director and founder of Polaris Advisors. He serves as the Chief Investment Officer and direct contact for the firm's clients.

Ric has been in the Investment Management Business since 1993. Prior to that, he spent 14 years as a Commercial Loan Officer for a number of major Boston banks.

Ric became a Financial Planner in 1996, working with clients of a local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession.

In 2003, Ric formed Polaris Advisors and registered the firm with the Securities and Exchange Commission. This allows Polaris to operate without a Broker-Dealer as an employer/supervisor.

Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle.