Wellington Consulting Services (WCS) offers investment advice and management services to individuals and company-sponsored retirement plans. WCS uses no-load mutual funds and ETFs, often focusing on index funds to minimize expenses. They provide both discretionary and non-discretionary advice, helping clients determine suitable model portfolios based on their risk profile and timeframe. WCS also offers fiduciary services to company retirement plan sponsors.
Assets Under Management$1.3B
Clients7,803
Advisors9
Avg. per Client$170K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Wellington Consulting Services offers investment management services with different fee structures depending on the program:
- LAMP-Plus: Typically 2.00% annually on the first $100,000 of your portfolio, plus 1.75% on amounts over $100,001. Non-managed assets within the account are charged a flat 1.00% fee.
- LAMP-Plus, ETFs: A flat 1.00% annual fee.
- Business Solutions 401(k) & Perfect401(k): Fees range up to 1.25% annually for the fully managed service, depending on the level of service selected by the plan participant and the total plan assets.
Fees are billed quarterly.
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