John
Barnes
Wedge Capital Management Llp
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About this Advisor
John Barnes is a financial advisor based in Charlotte, North Carolina with a total of 1 year of industry experience. Barnes is currently employed by Wedge Capital Management Llp. Throughout their career, Barnes has worked at Wedge Capital Management L.L.P, Ernst & Young, Landfall Country Club, Eagle Point Country Club and N/A - Student. Barnes holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in North Carolina. Wedge Capital Management Llp is a registered investment firm based in Charlotte, NC. It handles $8 billion in total assets among its 258 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 31 charitable organizations. Of its 258 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. Wedge Capital Management Llp performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which service is offered. However, fees charged by Wedge Capital Management Llp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedge Capital Management Llp Brokerage Details
$8,113,000,000
29
258
$31,445,736
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Barnes Work History
John has been registered as a financial advisor for 1 years.*
Wedge Capital Management L.L.P
Ernst & Young
Landfall Country Club
Eagle Point Country Club
N/A - Student
*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 John Barnes 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 Wedge Capital Management Llp
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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