Wellington Capital Management provides investment advice and manages investment portfolios for individuals, partnerships, and trusts. Wellington's investment approach is conservative, focusing on U.S.-based large-cap stocks and high-quality bonds. They develop an individual investment strategy for each client, considering their need for appreciation, income, liquidity, and risk tolerance. Wellington does not hold client funds or securities.
Assets Under Management$130M
Clients60
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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