HS
HS

Helena Sandoval

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
282 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$808.1M

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only
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Location

1760 the Alameda, San Jose, CA, 95126

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Helena is a Notary Public for the state of California since January 2024, administering oaths, affirmations, and certifications. This requires minimal time and is not investment-related.

Employment History
Current Registrations
Kera Capital Partners
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2022 - September 2023 · 11 mos
Morgan StanleyBroker
April 2022 - September 2023 · 1 yr 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Helena Sandoval - Financial Advisor | TrueAdvisor