Edmund Wellington
Edmund Wellington is a registered investment advisor at Wellington Capital Management, INC, based in Chevy Chase, MD, with 24 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for all additional assets above $5 million.
Fee Estimator
Location
Chevy Chase, MD
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wellington Capital Management, INC
Previous Registrations
Mcginn Investment Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.