The Helix Financial Group is a registered investment advisor founded in 2009, located in Carrollton, Texas. The firm provides customized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. Using tactical and strategic asset allocation strategies, The Helix Financial Group builds globally diversified portfolios across various securities, including stocks, bonds, mutual funds, exchange-traded funds, options, and real estate partnership interests. In addition to portfolio management, the firm offers comprehensive financial consultations covering cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Clients can also access hourly planning engagements for specific advice. The leadership team consists of David C. Rice and Matthew Grygar, who also offer insurance products through separate licensing.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients are typically charged an annual rate of 1%, with a maximum fee of up to 2%. Fees are negotiable.