Helmsman Financial Group offers portfolio management and financial planning services. They assign a portfolio model based on your objectives and develop an asset allocation plan. They select investments like mutual funds, stocks, bonds, and exchange-traded funds. They monitor and manage your portfolio, making changes as needed. They offer different levels of portfolio management services.
Assets Under Management$170M
Clients98
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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