Terence Weiss is a registered investment advisor at Wallington Asset Management, based in Indianapolis, IN, with 23 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 326 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wallington Asset Management offers two investment management programs with different fee structures:
Asset Management Program (Equity and Balanced Accounts):
- First $1,000,000: 1.00% per year
- Next $4,000,000: 0.85% per year
- Next $5,000,000: 0.60% per year
- Over $10,000,000: 0.50% per year
Asset Management Program (100% Fixed Income Accounts):
- First $10,000,000: 0.50% per year
- Over $10,000,000: 0.30% per year
Capital Advisory Program:
- First $1,000,000: 0.60% per year
- Next $4,000,000: 0.50% per year
- Next $5,000,000: 0.35% per year
- Over $10,000,000: 0.25% per year
Fees are billed quarterly in advance based on the value of your portfolio. The fees are negotiable.
Location
8900 Keystone Crossing, Suite 1015, Indianapolis, IN, 46240-2134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wallington Asset Management
Previous Registrations
Bartlett & CO
State Registrations2 states
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