Wellington Funds (US) LLC

Fee-Only (% of Portfolio)

Wellington Funds (US) LLC (WFUS) acts as the general partner or manager of several privately-offered pooled investment vehicles. WFUS sets the investment objective, guidelines and restrictions for the Funds. WFUS has appointed its affiliate Wellington Management Company LLP (WMC) as investment manager to provide discretionary investment management and related services to most of the Funds.

Assets Under Management$5B
Clients19
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Wellington Funds (US) LLC | TrueAdvisor