Lord Wellington Investments refers clients to third-party money managers. The firm provides advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and legacy planning. Lord Wellington Investments receives referral fees from the third-party money managers. Greg Kennedy, the owner, is also a licensed insurance agent and CPA, which may present conflicts of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lord Wellington Investments does not directly manage client money. Instead, the firm refers clients to third-party money managers and receives a portion of the fees charged by those managers. Clients will pay the third-party money manager's fees, which will be disclosed before an agreement is signed.
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