Wellington Capital Advisors is a registered investment advisor based in San Francisco, California. The firm manages investment portfolios and provides financial planning services for individuals, high net worth families, trusts, foundations, and businesses. Wellington Capital Advisors uses fundamental analysis to construct long-term investment strategies utilizing exchange-traded funds, individual stocks, bonds, and alternative assets. Financial planning services, including retirement planning, tax planning and preparation, and estate analysis, are incorporated into the overall asset management relationship at no separate charge.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Basic exchange-traded fund strategies cost 1.00% annually. Strategies involving options writing (both exchange-traded fund and single stock strategies) cost 2.00% annually. Fees are not negotiable.