Helm Investment Management manages investment accounts based on client objectives. They invest in stocks, bonds, ETFs, mutual funds, and other assets. Helm also provides limited financial planning for specific projects like retirement projections, mortgage analysis, and college planning. Helm is compensated solely by client fees and does not receive commissions.
Assets Under Management$320M
Clients135
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.80% |
| $1.5M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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