Wallington Asset Management offers personalized investment advice and financial planning services. They manage investment portfolios and provide consulting services. Their services are tailored to each client's needs and objectives. They offer two portfolio management programs: Asset Management and Capital Advisory, each with different investment strategies and fee schedules.
Assets Under Management$1.2B
Clients326
Advisors8
Avg. per Client$3.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Wallington Asset Management offers two investment management programs with different fee structures:
Asset Management Program (Equity and Balanced Accounts):
- First $1,000,000: 1.00% per year
- Next $4,000,000: 0.85% per year
- Next $5,000,000: 0.60% per year
- Over $10,000,000: 0.50% per year
Asset Management Program (100% Fixed Income Accounts):
- First $10,000,000: 0.50% per year
- Over $10,000,000: 0.30% per year
Capital Advisory Program:
- First $1,000,000: 0.60% per year
- Next $4,000,000: 0.50% per year
- Next $5,000,000: 0.35% per year
- Over $10,000,000: 0.25% per year
Fees are billed quarterly in advance based on the value of your portfolio. The fees are negotiable.
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