The Wellington Grp LLC
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
About This Firm
The Wellington Group specializes in wealth planning, consulting, and investment management services. They provide ongoing supervision and investment advice tailored to each client’s needs, as outlined in their individual agreement. They utilize a wide range of securities in their investment advisory services. Financial planning services cover investment planning, life insurance, tax considerations, retirement and college planning, and debt and credit management.
Fee Structure
Wellington charges up to 2.00% annually on assets under management, subject to negotiation. Fees are payable quarterly. Financial planning fees range from $250 to $10,000 and are negotiable and nonrefundable. This fee covers general financial planning and the front-end administrative work necessary to bring you on as a client of the firm. There is no minimum account size.
Areas of Practice
Location
9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240