Kimberly Helm is a CFP-designated registered investment advisor at Quantum Financial Advisors, LLC, based in Mountain View, CA, with 7 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 451 clients with $1.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Maximum annual fee will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Contact
Kimberly Helm
Location
Mountain View, CA
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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
Kimberly works as a teaching assistant at the University of Pennsylvania, grading assignments, hosting office hours, and responding to student questions. This non-investment related activity takes about a quarter of her time.
Employment History
Current Registrations
Quantum Financial Advisors, LLC
Previous Registrations
Abacus Wealth Partners
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.
Exams
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