Howard Morin is a registered investment advisor at Helium Advisors LLC, based in Scottsdale, AZ, with 18 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 337 clients with $310M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Flat fee arrangements are also available for bundled services.
Fee Estimator
Location
7047 E. Greenway Parkway; Suite 250, Scottsdale, AZ, 85254
Get directionsHistory
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 ActivitiesSells Insurance
Howard is involved in several business ventures, including Katahdin Ventures LLC (representing personal business interests), Helium Financial Group LLC (a parent holding company), H. Maris and Associates (a tax and accounting practice), Helium Tax (an accounting firm), The Tax and Accounting Group LLC (tax prep services), BCR Group Holdings LLC (family real estate holdings), Helium Day Tax (tax and accounting firm), and Element Planning Solutions LLC (for advisors with insurance licenses). Element Planning Solutions LLC is set up so advisors who have insurance licenses can receive payment through Element Solutions.
Employment History
Current Registrations
Helium Advisors LLC
Previous Registrations
Infinity Financial ServicesBroker
Helium Advisors LLC
Conover Capital Management
Conover Capital Management
Conover Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 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.