Harry Boesch is a registered investment advisor at Wellington Investment Advisors, based in Bloomington, IN, with 40 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 380 clients with $230M 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
121 E. 6th Street, Suite 2, Bloomington, IN, 47408
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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 →Other Business Activities
Harry works full-time for Wellington Investment Advisors providing investment advisory services. He is also a passive investor in several medical device companies, including Ostial Solutions LLC, Svelte Medical Systems, Ablative Solutions, and eNeuro, dedicating minimal time to these investments.
Employment History
Current Registrations
Wellington Investment Advisors
Previous Registrations
Private Client Services, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLCBroker
First of Michigan CorporationBroker
State Registrations2 states
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