Polaris Advisors, LLC

Polaris Advisors, LLC (CRD# 127217) is a financial advisory firm headquartered in Framingham, MA. They manage $106,757,993 in 256 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $417,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Polaris Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Fredric E. Weldon
CRD#: 2351652
550 Cochituate Road, East Wing, Floor 4, Suite 25, Framingham, MA 01701
96
Wealthminder
score

Fredric Weldon (CRD# 2351652) is an Investment Advisor Representative working at Polaris Advisors, LLC in Framingham, MA and has over 23 years of experience in the finance industry.

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