Polaris Advisors, LLC | Financial Advisor in Framingham ,MA

550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 01701
Phone: (508) 481-2299

About

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.

14 Years of Experience



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


Services
Investment Types:   International Investments , Alternative Investments , Mutual Funds , Annuities
I can meet clients in the following ways:   At my office


Qualifications & Memberships
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.



FAQs

  • Do you have a customer satisfaction or refund policy? We do not charge upfront fees or retainers. When a client joins us, there us usually a month or so before any fees are charged at all. If a client is not satisfied, they can terminate before being charged, and we would not pursue payment for services rendered.
  • What are your qualifications? What is your education background? MBA in Finance and Accounting, 14 years as a loan officer, and 16 years in the investment business. Passed the Chartered Financial Analyst requirements in 1996.
  • What is your approach to financial planning? We prepare a long term cash flow plan, called a Retirement Income Plan to help clients understand their transition from work to retirement.
  • What services do you offer? Investment Management, Financial Planning, Tax Advice, Insurance Advice and Estate Planning Advice.
  • How many clients do you currently manage? About 90
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Fredric Weldon, CFA

Fredric Weldon, CFA

CFA