James Helvey is a registered investment advisor at Cassia Capital Partners LLC, based in Winston Salem, NC, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 186 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
1144 West Fourth Street, Suite 200, Winston Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is a partner in JC3 LLC, a multi-tenant office space partnership, and serves on the board of directors for Coca-Cola Bottling Co. Consolidated and Piedmont Federal Savings Bank, for which he is compensated. He also serves on the board of advisors for Verger Capital Management, a role for which he is not compensated.
Employment History
Current Registrations
Cassia Capital Partners LLC
State Registrations2 states
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