Desiree Trueba is a registered investment advisor at Helmstar Wealth Management, based in Boise, ID, with 6 years of industry experience. Desiree 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 538 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Helmstar Wealth Management charges a percentage of your assets under management. The specific percentage depends on the size of your account. The subadvisors they use will also charge their own fees for advisory, custodial, and execution services. These fees are separate from Helmstar's fees. The annual portfolio management fee is billed quarterly, based on the account balance at the end of the billing period.
Location
250 South 5th Street, Suite 600, Boise, ID, 83702
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 Activities
Desiree owns Terry's Truck & RV Accessories, an RV repair and accessories sales business, since March 2022. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Helmstar Wealth Management
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.