Helios Financial Services manages investment portfolios and offers financial planning and consulting for individuals and high-net-worth clients. Helios helps clients review financial goals, tax strategies, asset allocation, risk management, and retirement planning, along with budgeting, education funding, cash flow, charitable giving, lines of credit, insurance, business finances, debt, and real estate analysis. Helios crafts written plans with general or specific recommendations, leaving implementation up to the client. Helios also evaluates and may recommend third-party investment managers to handle portions of a client's portfolio, conducting ongoing monitoring of those managers. Helios tailors services to individual client situations and allows clients to place restrictions on certain securities based on personal values. Helios does not participate in wrap fee programs and has no minimum account size for asset management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.30% |
Fees are negotiable and financial planning is included at no additional cost.