James
Helvey
Cassia Capital Partners LLC
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About this Advisor
James Helvey is a financial advisor operating out of Winston Salem, North Carolina who has 11 years of relevant experience. Helvey is currently employed by Cassia Capital Partners LLC. They have spent their complete time as a financial advisor at Cassia Capital Partners Llc. Helvey maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in North Carolina and Texas. Cassia Capital Partners LLC is a firm headquartered in Winston Salem, NC. It handles $185 million in total assets among its 439 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 439 accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets. Cassia Capital Partners LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually depend on which services the firm provides the client. Fee types billed by Cassia Capital Partners LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cassia Capital Partners LLC Brokerage Details
$184,474,020
5
439
$420,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Helvey Work History
James has been registered as a financial advisor for 11 years.*
Cassia Capital Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Helvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cassia Capital Partners LLC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
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