Assets Under Management
$136.4M
Number of Clients
109
Number of Advisors
8
Average Client AUM
$1.3M
AUM per Advisor
$17.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Wellington Group specializes in wealth planning, consulting, and investment management services. They offer portfolio management tailored to client goals, objectives, time horizon, and risk tolerance. Financial planning services cover investment planning, life insurance, tax considerations, retirement, college planning, and debt management.
9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240