Assets Under Management
$145.6M
Number of Clients
318
Number of Advisors
7
Average Client AUM
$458K
AUM per Advisor
$20.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wellington Wealth Strategies offers wealth planning, consulting, and investment management services. They create Investment Policy Statements for each client, outlining their financial situation and risk tolerance. The firm may utilize various securities, including ETFs, individual equities, and alternative asset classes. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning.
9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240