John Harris
John Harris is a registered investment advisor at Wmc Capital Management, LLC, based in Concord, NC, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 340 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1028 Lee-Ann Drive Ne, Suite 220, Concord, NC, 28025
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President of Wealth Management of the Carolinas, which sells insurance products, dedicating about half his time. He is also a member/manager of Lincoln Newton, LLC for personal real estate investments, spending minimal time on this activity.
Employment History
Current Registrations
Wmc Capital Management, LLC
Previous Registrations
Brookstone Capital Management LLC
Brookstone Capital Management LLC
New England Securities Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.