Helm Financial Planning provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Helm creates customized investment solutions to help clients achieve their financial goals. Financial planning services include investment planning, retirement planning, personal savings, and education savings. Helm may refer clients to other specialists like accountants or attorneys.
Assets Under Management$88M
Clients59
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.30% |
| $2.5M+ | 0.30% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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