Overview
- Headquarters
- Bloomington, IN
- Total Firm Assets
- $261 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
Fee Disclosure
Source: WELLINGTON INVESTMENT ADVISORS BROCHURE (2025-03-25)
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Latest filing: WELLINGTON INVESTMENT ADVISORS BROCHURE (2026-03-24)
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Latest filing: WELLINGTON INVESTMENT ADVISORS WRAP BROCHURE (2026-03-24)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 2.00% |
| $1,000,001 | $2,000,000 | 1.50% |
| $2,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 56.82%
- Number of High-Net-Worth Clients
- 65
- Total Client Accounts
- 1,019
- Discretionary Accounts
- 1,019
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 283853
- WELLINGTON INVESTMENT ADVISORS BROCHURE (2026-03-24) · View brochure text
- WELLINGTON INVESTMENT ADVISORS WRAP BROCHURE (2026-03-24) · View brochure text
- WELLINGTON INVESTMENT ADVISORS BROCHURE (2025-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗