Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management is 1.50%, billed monthly or quarterly. Financial planning and consulting fees range from $250 to $100,000 as a flat fee or up to $350 per hour. Helios Quantitative Research is offered to other investment advisers with fees based on hourly, flat, or percentage of AUM, with the percentage not exceeding 0.20%. Pension consulting fees are hourly ($250), flat (ranging from $750 to $12,000), or percentage of plan assets (not exceeding 1.00%).
Areas of Practice
Advisor Information
Office location
Sammamish, WA
Get directionsRegulatory 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 ActivitiesSells Insurance
Glen works as an insurance agent selling life insurance and long-term care policies since 2002. This activity, which is investment-related, takes a few hours per week.