Helvetia Investment Advisors (HIA) provides ongoing portfolio management services tailored to each client's goals, needs, time horizon, and risk tolerance. HIA creates an Investment Policy Statement for each client and can directly manage client assets with power of attorney. HIA also offers asset consolidation services and annual tax reporting statements.
Assets Under Management$370M
Clients105
AdvisorsN/A
Avg. per Client$3.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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