Theodore Koinis is a CFP-designated registered investment advisor at Helios Wealth Advisors, LLC, based in Pearland, TX, with 25 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 56 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.10% |
| $750K - $2.5M | 0.70% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable and may vary depending on the size and type of account and the services required.
Fee Estimator
Location
8703 Broadway, Suite 111, Pearland, TX, 77584
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore is the Manager of Silver Pear 518 Business Park, Ltd., handling day-to-day operations, budgeting, and rent collection. He spends about 10-20% of his time on this activity, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Helios Wealth Advisors, LLC
Previous Registrations
Financial Synergies Wealth Advisors, INC.
Financial Synergies Advisory INC
State Registrations1 state
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