Helium Advisors offers portfolio management based on individual client goals and risk tolerance. They also provide retirement plan consulting and financial planning services, including family office services for high-net-worth individuals. Helium Advisors generally limits its investment advice to mutual funds, equity securities, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. Helium Advisors may use other securities and Sub-advisors as well to help diversify a portfolio when applicable.
Assets Under Management$310M
Clients337
Advisors5
Avg. per Client$910K
Avg. per Advisor$62M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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