Wellington Adams offers investment management services tailored to individual client needs. They manage assets on a discretionary basis and may also offer third-party money managers and turnkey asset management programs in a co-advisory capacity. They also offer advice on Qualified Opportunity Funds, 1031 Exchanges, Delaware Statutory Trusts, and non-traded REITs. Wellington Adams also holds free educational seminars and workshops.
Assets Under Management$68M
Clients328
Advisors4
Avg. per Client$210K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. These fee breaks apply independently should the use of multiple third-party money managers who are on different platforms and handle their own billing directly be used for one client or household.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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