Pamela Helfer
Pamela Helfer is a registered investment advisor at Fairway Investment Group, LLC, based in East Lansing, MI, with 3 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 672 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.
Fee Estimator
Location
1216 Kendale Blvd., East Lansing, MI, 48823
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Regulatory History (1)
Financial
August 2018Other Business ActivitiesSells Insurance
Pamela is a full-time teacher at Farwell Area Schools since 1998. She is also an insurance representative with MEA Financial Services since 2021 and has the possibility to sell life, LTC, and property & casualty insurance if licensed.
Employment History
Current Registrations
Fairway Investment Group, LLC
Paradigm Equities, INC.Broker
Paradigm Equities, INC.
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.