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
2029 S Elms Rd, Building A, Ste 106, Swartz Creek, MI, 48473
Get directionsRegulatory History (1)
Regulatory
March 1981Other Business ActivitiesSells Insurance
Donald is an independent insurance agent since 1977 and also sells fixed insurance. He also works as an advisor rep for Harvest Investment Services, LLC, and dedicates about 10-20% of his time to investment advisory.