CFP

Christopher Helms

14 Years of Experience

Boston, MA

Broker

Christopher Helms is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Boston, MA, with 14 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 50,292 clients with $100B in assets under management.

Rockefeller Capital Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1037 advisors

Number of Clients

50,292 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$99.6B

Fee Structure

Planning is included in investment management (also available separately)

Minimum Annual Fee:$5,000

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.00%

Non-discretionary investment advisory and consulting fees are negotiable and max out at 2% of assets under management. Retirement plan services charge up to 1.25% with a $5,000 minimum annual fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

115 Federal St, Floor 23, Boston, MA, 02110

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Rockefeller Capital Management

September 2025 - Present · 1 yr 1 mo