Assets Under Management
$308.1M
Number of Clients
337
Number of Advisors
4
Average Client AUM
$914K
AUM per Advisor
$77.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Helium Advisors provides ongoing portfolio management based on client goals and risk tolerance. They offer financial planning services, including family office services for high-net-worth individuals. They also provide retirement plan consulting services. Investment advice is generally limited to mutual funds, equities, fixed income, and real estate funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable.
1910 120th Pl Se, Suite 102, Everett, WA, 98208