Polaris Advisors, LLC

Polaris Advisors, LLC is a registered investment advisor based in Framingham, MA, established in October 2003. The firm offers investment advisory services to individuals, high net worth individuals, and charitable organizations. Polaris serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, including investment management services, retirement account advice, and financial planning services. Polaris primarily employs fundamental and cyclical analysis methods in developing investment strategies for its clients. The firm's investment approach is long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual stocks. Polaris does not charge performance-based fees and does not manage proprietary investment funds. The firm generally requires a minimum relationship size of $100,000, which may be waived at the advisor's discretion. Polaris manages $175,834,171 in client assets as of December 31, 2022, with $133,001,432 managed on a discretionary basis and $42,832,739 on a non-discretionary basis. The firm's fee structure is based on a percentage of assets under management, with fees ranging from 0.75% to 1.25% based on the total assets managed. Polaris does not accept or maintain custody of client funds and securities, except for the deduction of advisory fees. The firm has not been involved in any legal, civil, or disciplinary events. The firm's team includes Fredric E. Weldon, CFA, Robert E. Whitney, ChFC, EA, and Michael P. Gore, CPA, PFS. For more information, clients can contact Polaris Advisors at (508) 481-2299.