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).
Total Assets Under Management107MILLION
Total Number of Accounts256ACCOUNTS
Average Account Value$417,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, ME, NH
Fredric Weldon (CRD# 2351652) is an Investment Advisor Representative working at Polaris Advisors, LLC in Framingham, MA and has over 24 years of experience in the finance industry.