Helm Investment provides asset management services, managing custodial accounts with continuous supervision. They invest in stocks, bonds, mutual funds, ETFs, and other securities. Helm Investment also manages The Stables Fund US LP, a pooled investment vehicle focused on cryptocurrency stable assets and decentralized finance. Specific recommendations are tailored to each client's Investment Policy Statement, considering their financial situation and risk tolerance.
Assets Under Management$6.6M
Clients15
Advisors1
Avg. per Client$440K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable depending on the client's unique situation. The Limited Partnership Fee Schedule is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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