The Helix Financial Group offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Helix manages portfolios based on client objectives, using a tactical allocation strategy. Advice covers financial goals, problems, cash flow, tax planning, insurance, investments, education, and estate planning. Helix does not act as a custodian of client assets.
Assets Under Management$82M
Clients219
Advisors2
Avg. per Client$380K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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