Christopher Carrelha
Christopher Carrelha is a registered investment advisor at Wellesley Asset Management, INC., based in Cumming, GA, with 19 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,296 clients with $2B 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% |
Fees for referred client relationships range from 0.45% to 1.00% per annum based on agreements negotiated with the referring advisory firm or wrap sponsor.
Fee Estimator
Location
Cumming, GA
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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 →Other Business Activities
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
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.
Exams
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