Wallington Asset Management Fees & Minimum

Overview

Headquarters: Indianapolis, IN
Total Firm Assets: $1.3 billion
Average High-Net-Worth Client Portfolio Size: $5.5 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: WALLINGTON ASSET MANAGEMENT, LLC ADV PART 2A BROCHURE (2026-09-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.85%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$44,000	0.88%
$10 million	$74,000	0.74%
$50 million	$274,000	0.55%
$100 million	$524,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.23%
Number of High-Net-Worth Clients: 197
Total Client Accounts: 930
Discretionary Accounts: 929
Non-Discretionary Accounts: 1

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 143360

WALLINGTON ASSET MANAGEMENT, LLC ADV PART 2A BROCHURE (2026-09-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Wallington Asset Management