Wellington Wealth Strategies, LLC

Wellington Wealth Strategies LLC is a Limited Liability Company established in September 2019, located in Indianapolis, IN. The firm specializes in providing wealth planning, consulting, and investment management services. Clients can engage Wellington for discretionary or non-discretionary portfolio management services, with a minimum initial investment not specified. The firm charges up to a 2.00% annual fee on assets, payable quarterly. Wellington acts as a fiduciary, aiming to make investment decisions in the best interest of clients. Investment strategies include a mix of passive and active management, utilizing various asset classes such as ETFs, individual equities, fixed income securities, and alternative asset classes. Clients may impose restrictions on investments based on personal values. Wellington does not accept performance-based fees and provides continuous account supervision. Clients receive quarterly reports detailing account assets and fees. The firm does not vote proxies on behalf of clients and does not have custody of client assets. For any questions, clients can contact the Chief Compliance Officer, Christopher Payne, at 513-399-8091 or [email protected].