Robert Helm
Robert Helm is a registered investment advisor at Helm Investment, based in Fort Worth, TX, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $6.6M 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 | 2.00% |
Fees are negotiable depending on the client's unique situation. The Limited Partnership Fee Schedule is 0.50%.
Fee Estimator
Location
1617 Park Place Ave., Suite 110, Fort Worth, TX, 76110
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Robert is an independently licensed insurance agent selling life insurance since 2008. He dedicates minimal time to this activity.
Employment History
Current Registrations
Helm Investment
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward JonesBroker
Assent LLCBroker
Andover Brokerage, L.L.C.Broker
State Registrations2 states
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.