Wellington Capital Advisors offers investment advice regarding securities to clients. They provide portfolio management services to individuals, high net worth families, foundations, trusts, and businesses. Wellington Capital Advisors focuses on long-term investment strategies using fundamental investment concepts. They manage assets on a discretionary basis, selecting securities and determining amounts within the client's objectives and risk tolerance.
Assets Under Management$29M
Clients72
Advisors2
Avg. per Client$400K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to Basic ETF Strategies. ETF Strategies (with options writing overlay) and Single Stock Strategies (with options writing overlay) are charged 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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