Helping Hand Financial provides financial planning and portfolio management services. Financial planning involves reviewing your financial situation, goals, and risk tolerance to create a tailored plan. Portfolio management includes creating an individualized portfolio based on your objectives and risk tolerance, potentially using sub-advisors. Helping Hand Financial requires discretionary authority to manage your investments.
Fee Structure
Helping Hand Financial charges a percentage of your portfolio each year for managing your investments. The annual fee ranges from 0.90% to 2.50% and is negotiable based on the size of your account. This fee is billed quarterly. If a sub-advisor is used, their fee is 0.50% and non-negotiable. The combined fees will be disclosed to you.