Andrew Cornell
Andrew Cornell is a CFP-designated registered investment advisor at The Wellington Grp LLC, based in Indianapolis, IN, with 28 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 110 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellington Group charges a fee of up to 2.00% per year to manage your investments. The fee can be a tiered schedule, a flat percentage, or a flat dollar amount, and is negotiable. The fee is paid quarterly, either in advance or in arrears, depending on the agreement. You can terminate the agreement within five business days for a full refund. After that, you'll receive a refund of unearned fees based on the number of days under management.
Location
9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240
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Regulatory History (6)
Financial
May 2023Financial
January 2023Financial
July 2022Financial
July 2022Financial
February 2022Financial
February 2022Other Business Activities
Andrew is a board member for Noblesville Youth Baseball, managing the youth baseball league since 2015. He also serves on the board of directors for Riverview Health Foundation, acting as Secretary/Treasurer, Chairman of the Investment Committee, and Chairman of the Board since 2020.
Employment History
Current Registrations
The Wellington Grp LLC
Previous Registrations
Wellington Wealth Strategies, LLC
Wellington Wealth Strategies, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pampel Securities, INC.Broker
Investment Architects, INC.Broker
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.