Orie Helaire is a ChFC, PFS-designated registered investment advisor at Epiphany Wealth Management, based in Houston, TX, with 11 years of industry experience. Orie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 53 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Adviser and client may engage in discussions regarding fee structure on a case-by-case basis.
Fee Estimator
Location
4544 Post Oak Place Drive, Suite 204, Houston, TX, 77027
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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 →Other Business Activities
Orie is an accountant and may offer clients advice or products related to this activity. Orie spends nearly full-time hours on his accounting business, considering it his primary occupation.
Employment History
Current Registrations
Epiphany Wealth Management
State Registrations2 states
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