Helen Cox is a registered investment advisor at Red Triangle, LLC, based in Mt. Pleasant, SC, with 24 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 143 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alphavest offers two investment management options:
- Basic Investment Management: A flat fee of up to 1.00% of the value of your portfolio per year.
- Comprehensive Investment Management with Financial Planning: A fee of up to 1.50% of the value of your portfolio per year.
Alphavest may charge a lower fee based on various factors.
Location
75 Port City Lndg., Suite 110, Mt. Pleasant, SC, 29464
Get directionsHistory
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
Helen owns residential rental properties since 1998, dedicating minimal time. She also owns Perfect Day Connect, a consulting business (since 2017, about 10-20% of her time) and HCBRE, LLC, a real estate rental management business (since 2017, minimal time).
Employment History
Current Registrations
Red Triangle, LLC
Previous Registrations
Wealth Enhancement & Preservation
Wachovia Securities, LLC
Wachovia Securities, INC.
State Registrations2 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.