Hiram Helm is a registered investment advisor at Clemensen Capital Company LLC, based in Dallas, TX, with 11 years of industry experience. Hiram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85 clients with $59M 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% |
The standard fee for long term investments has been set at 1% since 2020. The fee for short term investments (less than 13 months duration) is set at 0.25%.
Fee Estimator
Location
Dallas, TX
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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
Clemensen Capital Company LLC
Previous Registrations
Cimarrone Capital Advisors, L.L.C.
Cm Energy Partners, INC.
Cm Energy Partners, INC.
Roundrock Capital Partners, L.P.
State Registrations3 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.