Wellington Management is a large, independent investment management firm offering services to separate accounts, mutual funds, and sponsored investment vehicles. They manage investments in equities, fixed income, currencies, commodities, and multi-asset allocations. Investment decisions are made by individual portfolio managers or teams, based on independent research and client-specific requirements. Wellington Management emphasizes a globally integrated, research-driven approach.
Fee Structure
Wellington Management's fees are typically calculated as a percentage of the assets they manage for you, and are paid quarterly. The exact percentage can vary depending on your specific circumstances, the amount you invest, and the services you require. In some cases, Wellington Management may charge fixed fees for advisory and consulting services. They may also agree to calculate fees based on the aggregate assets of related accounts, resulting in a lower effective fee.