Erik Helmstetter
Erik Helmstetter is a CFP-designated registered investment advisor at Oder Investment Management, LLC, based in Los Angeles, CA, with 27 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 201 clients with $370M 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% |
Fees are generally set at 1%. If a client has an account that will not require as much of our time because it is primarily cash or fixed income, we will negotiate a lower fee. Some accounts are under different fee schedules honoring prior agreements. Our standard fee schedule is generally negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations. We also manage some family and related accounts without charge.
Fee Estimator
Location
6080 Center Dr, 6th Floor, Ste. 681, Los Angeles, CA, 90045
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Regulatory History (1)
Customer Dispute
January 2000Other Business Activities
Erik is the owner of Trancension Music, LLC, which holds music events. He spends minimal time coordinating volunteers and paying bills related to the events.
Employment History
Current Registrations
Oder Investment Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.