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
9361 Bayshore Drive Nw, Silverdale, WA, 98383
Get directionsRegulatory History (1)
Regulatory
September 2019Other Business ActivitiesSells Insurance
Boris is the chairman of the board for the non-profit Redeeming Soles, dedicating a few hours per week. He also works as a consultant for Boris Desancic Consulting, coaching and mentoring financial advisors, which takes about a third of his time. Finally, Boris is an insurance agent selling life and disability insurance through WestPac Wealth Partners/Guardian Life Insurance Company and advises The Grape Basket for minimal time.