Wallington Asset Management is a registered investment advisor based in Indianapolis, Indiana, founded in 1988. The firm offers personalized investment advisory services, including discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting. Wallington Asset Management provides two main portfolio management options: the Asset Management Program, which primarily utilizes individual stocks and fixed income securities through a blended fundamental approach, and the Capital Advisory Program, which uses mutual funds and exchange-traded funds. Portfolios are continuously monitored and adjusted based on each client's individual objectives, risk tolerance, and time horizon. The firm serves individuals, families, trusts, estates, charitable organizations, and corporate clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Schedule reflects the Equity and Balanced Account Fee Schedule. Other programs include 100% Fixed Income (0.50% down to 0.30%) and Capital Advisory Program using mutual funds and exchange-traded funds (0.60% down to 0.25%). Fees are negotiable.