Wellington Wealth Strategies, LLC
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
About This Firm
Wellington Wealth Strategies LLC offers wealth planning, consulting, and investment management services to individuals, high-net-worth individuals, and corporations. They create Investment Policy Statements for each client, outlining their financial situation, risk tolerance, and investment objectives. The firm is in the process of dissolving and moving assets to The Wellington Group.
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, are negotiable and nonrefundable, and cover general financial planning and administrative work. There is no account minimum for any of Wellington’s services. Wellington may be compensated via a fee share from third-party advisers to which it directs clients.
Areas of Practice
Location
9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240