Helios Wealth Advisors offers investment management on a discretionary basis, primarily managing portfolios of mutual funds. They customize portfolios to clients' needs, goals, and risk tolerance. They also provide advice on financial planning, taxation, and estate planning, but do not offer accounting or legal advice. Helios Wealth Advisors also provides retirement plan consulting services to plan sponsors.
Assets Under Management$95M
Clients56
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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