Marc Helfrich
Marc Helfrich is a registered investment advisor at Marc C Helfrich Registered Investment Advisor, based in Van Alstyne, TX, with 22 years of industry experience. Marc 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, Retirement Planning, and 1 more. Their firm serves 82 clients with $34M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Marc C. Helfrich offers financial planning services for a fixed fee between $500 and $5,000, or an hourly fee up to $250 per hour. The fees are negotiable and depend on the complexity of the situation and estimated hours involved.
Location
Van Alstyne, TX
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Regulatory History (1)
Criminal
June 1978Other Business ActivitiesSells Insurance
Marc is an insurance agent with Insured Wealth Management since 2009, selling long-term care, life insurance, and fixed/equity indexed annuities. This takes about 10-20% of Marc's time.
Employment History
Current Registrations
Marc C Helfrich Registered Investment Advisor
Previous Registrations
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
New England SecuritiesBroker
Foresters Equity Services, INC.Broker
Ameritas Investment CORP.Broker
Terra Securities CorporationBroker
Capital Brokerage CorporationBroker
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.