Helix Advisors is a registered investment advisor located in Sammamish, Washington, founded by Shilpa Tiwari. Helix Advisors provides customized investment advisory and financial planning services primarily to individuals and high net worth clients. The firm acts in your best interest as a fiduciary, focusing on long-term investment strategies tailored to your specific financial goals, risk tolerance, and time horizon. Helix Advisors builds diversified portfolios utilizing mutual funds, exchange-traded funds, real estate investment trusts, closed-end funds, and alternative investments such as private funds, interval funds, private equity, venture capital, and evergreen funds. In addition to managing your portfolio, Helix Advisors offers financial planning covering investment planning, retirement planning, personal savings, and education savings. The firm does not maintain discretionary authority over your accounts, meaning you must approve trades and portfolio rebalancing before they occur.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees may be negotiable at the sole discretion of Helix Advisors.