Christa Helma is a registered investment advisor at Priority Investment Services, LLC, based in Freeman, SD, with 14 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 29 clients with $17M 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 $20K | 1.50% |
| $20K - $300K | 1.20% |
| $300K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
The Client may negotiate a lower ACCOUNT FEE with the IAR based on various aspects, such as future contribution intentions, aggregating household totals, etc. IAR’s of PRIORITY have the ability to discount the fee.
Fee Estimator
Location
119 W. North County Rd., Suite #1, Freeman, SD, 57029
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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
Christa is a broker/owner at Priority Real Estate & Development, engaging in residential real estate sales, dedicating about 10-20% of her time. She also serves as an assistant manager at JH Diesel & Ag Repair LLC, spending minimal time and receiving no income.
Employment History
Current Registrations
Priority Investment Services, LLC
Previous Registrations
Rainmaker Advisors
Stone Wealth Management, L.L.C.
Qa3 Financial LLC
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.