Blake Fellows
Blake Fellows is a registered investment advisor at Wealthcare Capital Partners, LLC, based in West Chester, PA, with 24 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 623 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthcare Capital Partners' investment management fees are based on a percentage of your portfolio's value, up to 1.85% annually. The exact percentage depends on factors like the types of investments, the size of your account, and any special reporting needs. Fees are typically paid quarterly, in advance. If WCP uses outside money managers, your overall fees will include WCP's fee plus the manager's fees. Some clients may have their financial planning fee included with the overall investment management fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2025Customer Dispute
March 2022Customer Dispute
September 2021Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Blake is an Investment Advisor Representative and Registered Representative, dedicating most of his time to these roles. He also owns a percentage of a building through Elmwood Properties LLC, is involved with Fellows Risk Solutions selling insurance products, and has several passive investments in real estate, technology, and other ventures.
Employment History
Current Registrations
Wealthcare Capital Partners, LLC
Arkadios CapitalBroker
Wealthcare Advisory Partners LLC
Previous Registrations
Coastal Equities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 states
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.