Advisor at Wellington Investment Advisors
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Firm
Wellington Investment Advisors
Location
Bloomington, IN 47408
Credentials
Series 65
Industry experience
< 1 year
Benjamin Pogorelc is a financial advisor with Wellington Investment Advisors in Bloomington, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wellington, he worked in various roles at Indiana University, including the Kelley School of Business and the O'Neill Masters Program Office. Outside of his advisory work, he manages and maintains Airbnb rental properties through StayBtown LLC. Wellington Investment Advisors offers portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, employing fundamental and technical analysis alongside Modern Portfolio Theory across multiple asset classes.
Based on Wellington Investment Advisors
Based on Wellington Investment Advisors
Financial planning fixed fees up to $40,000 depending on scope and complexity
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $3,000,000: 1.0% Over $3,000,000+: Negotiable
Separate commission-based compensation for insurance products and securities sales by licensed agents and registered representatives affiliated with the firm
Financial planning quarterly fees up to $10,000 depending on scope and complexity
121 E. 6 Th Street, Suite 2
Bloomington, IN 47408
Indiana
Wellington Investment Advisors
2025 - Present (1 year)
Indiana University - O'Neill Masters Program Office
2024 - 2025 (1 year)
Indiana University - Kelley School of Business
2018 - 2024 (6 years)
Indiana University - Office of International Services
2016 - 2018 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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