Harry Wellons
Harry Wellons is a registered investment advisor at Cascades Capital Asset Management, LLC, based in Greensboro, NC, with 24 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 327 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
1840 Pembroke Road, Suite 1, Greensboro, NC, 27408
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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 →Employment History
Current Registrations
Cascades Capital Asset Management, LLC
Previous Registrations
Morgan Stanley
Citigroup Global Markets INC.
Prudential Securities Incorporated
State Registrations2 states
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