Gary Russell is a registered investment advisor at Helium Advisors LLC, based in Vancouver, WA, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 337 clients with $310M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Flat fee arrangements are also available for bundled services.
Fee Estimator
Location
222 NE Park Plaza Dr, Park Tower Iii, Suite 116, Vancouver, WA, 98684
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Gary has multiple business interests, including CAYSAM, LLC, Helium Financial Group, H. Maris and Associates, Helium Tax, Helium Day Tax, The Tax and Accounting Group, and Element Planning Solutions LLC. He also provides life insurance services, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Helium Advisors LLC
Previous Registrations
Infinity Financial ServicesBroker
Helium Advisors LLC
Conover Capital Management
Conover Securities Corporation
Conover Securities CorporationBroker
Conover Capital Management
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.