Christopher Carrelha is a registered investment advisor at Wellesley Asset Management, INC., based in Cumming, GA, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,478 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellesley Asset Management's fees for referred clients range from 0.45% to 1.00% per year, based on the agreement with the referring advisory firm. There is a $500,000 minimum account size for new clients. Fees are deducted from client accounts quarterly, in advance, and unearned fees are refunded if the relationship ends early.
Location
Cumming, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a Director at Wellesley Asset Management, Inc. since October 2024, promoting funds and dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Wellesley Asset Management, INC.
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Alliancebernstein Investments, INC.Broker
Fordham Financial Management, INC.Broker
State Registrations10 states
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