Bobbie Helman
Bobbie Helman is a registered investment advisor at Parkview Asset Management, INC., based in Oakbrook Terrace, IL, with 7 years of industry experience. Bobbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 112 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parkview Asset Management charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Parkview. Fees are deducted from your account monthly. If Parkview uses independent managers for your account, your overall fees will include Parkview's fee plus the independent manager's fees.
Location
One Parkview Plaza, Suite 117, Oakbrook Terrace, IL, 60181
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 →Employment History
Current Registrations
Parkview Asset Management, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.