Assets Under Management
$586.9M
Number of Clients
490
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$65.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Helmstar Group, LLC d/b/a Helmstar Wealth Management is a registered investment adviser providing financial planning and portfolio management services. Financial planning ranges from broad-based to single-subject. Portfolio management includes strategy development and implementation through approved asset management programs. They also provide advice on private investment funds.
250 South 5th Street, Suite 600, Boise, ID, 83702