The Wellington Group specializes in wealth planning, consulting, and investment management. They manage investment portfolios based on your goals, time horizon, and risk tolerance. They use various investments, including ETFs, individual stocks and bonds, and alternative investments. They may recommend third-party investment advisors. They also offer financial planning services covering investments, insurance, taxes, retirement, college, debt, and credit management.
Fee Structure
Wellington Group charges a fee of up to 2.00% per year to manage your investments. The fee can be a tiered schedule, a flat percentage, or a flat dollar amount, and is negotiable. The fee is paid quarterly, either in advance or in arrears, depending on the agreement. You can terminate the agreement within five business days for a full refund. After that, you'll receive a refund of unearned fees based on the number of days under management.