Wellington Investment Advisors offers investment advice and portfolio management tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services. Wellington also offers financial planning services, ranging from comprehensive plans to single-subject consultations. They primarily advise on stocks, bonds, exchange traded funds, and mutual funds.
Assets Under Management$230M
Clients380
Advisors8
Avg. per Client$610K
Avg. per Advisor$29M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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