Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellington charges up to 2.00% annually on assets under management, subject to negotiation. Fees are payable quarterly, either in advance or arrears. Financial planning fees range from $250 to $10,000 and are negotiable and nonrefundable. There is no account minimum.
Areas of Practice
Advisor Information
Office location
9000 Keystone Crossing Suite 400, Indianapolis, IN, 46240
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maxwell sells various insurance products since 2015, dedicating minimal time to this activity. He also markets genomic cancer profiling sequencing and consults with farmers and landowners on estate planning and sales, dedicating minimal time to each.