Jay Mccormick is a CFA-designated registered investment advisor at Helm Investment Management, LLC, based in Denver, CO, with 19 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 2 more. Their firm serves 135 clients with $320M 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 $1.5M | 0.80% |
| $1.5M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
3017 E 2nd Ave, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Helm Investment Management, LLC
State Registrations1 state
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