Helix Wealth LLC is an Indiana registered investment advisor based in Fishers, Indiana, founded and owned by Dipen Mehta. Helix Wealth offers comprehensive family office services, multi-generational wealth transfer strategies, philanthropic planning, in-house tax planning and preparation, and ongoing investment management. The firm also coordinates non-investment related concierge services, such as bill payment and household payroll management. Helix Wealth caters to individuals, high-net-worth families, business owners, trusts, estates, and charitable organizations. The firm approaches investing using fundamental analysis, asset allocation, and modern portfolio theory, emphasizing long-term discipline and tax-sensitive strategies. Helix Wealth may utilize third-party asset managers and independent custodians like Charles Schwab & Co., Inc. to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Consists of an advisory fee of up to 1.00% and an investment management fee of up to 1.00%, totaling a combined maximum of up to 2.00% annually. If clients pay the family office flat monthly retainer, the advisory fee is waived, leaving only the investment management fee of up to 1.00%.