Helm Financial Advisors provides financial planning and investment advisory services to individuals and families. They offer services to meet investment needs, as well as tax, estate planning, risk management, retirement planning, and business development needs. Helm Financial Advisors makes investment and planning recommendations and may execute trades on behalf of clients on a discretionary or non-discretionary basis.
Fee Structure
Helm Financial Advisors offers an Open Retainer for holistic financial planning for a fixed annual fee, ranging from $5,000 to $20,000 for the initial year and $2,000 to $20,000 for renewal years. This includes scheduled meetings and additional consultations. Fees are based on total assets and the complexity of the client's financial situation.
Helm Financial Advisors offers Project Retainer services, which are narrower in scope and focus on specific areas such as goal setting, tax planning, investment review, or retirement planning. These services are typically provided on a flat-fee basis, but an hourly fee of up to $300 per hour may be negotiated for specific project requests. Tax return preparation is not automatically included but can be purchased separately.
