Kimberly Helm is a CFP-designated registered investment advisor at Quantum Financial Advisors, LLC, based in Cambridge, MA, with 7 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 451 clients with $1.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. The maximum combined fee for clients utilizing separately managed accounts and Quantum's fees will not exceed 1.30%. Financial Planning & Consulting is included in Comprehensive Portfolio Management for clients whose annual fee exceeds $15,000.
Fee Estimator
Contact
Kimberly Helm
Location
Cambridge, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kimberly works as a teaching assistant at the University of Pennsylvania, grading assignments, hosting office hours, and responding to student questions. This non-investment related activity takes about a quarter of her time.
Employment History
Current Registrations
Quantum Financial Advisors, LLC
Previous Registrations
Abacus Wealth Partners
State Registrations2 states
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