Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 generally negotiable.
Fee Estimator
Helium Advisors charges fees based on assets under management, with rates ranging from 0.75% to 1.50% annually. They also offer flat fee arrangements between $10,000 and $20,000 for bundled services. Retirement plan consulting fees range from $5,000 to $50,000. Financial planning fees are charged hourly at $300 or on a fixed rate between $5,000 and $25,000.
Areas of Practice
Advisor Information
Office location
1910 120th Pl Se, Suite 102, Everett, WA, 98208
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
Howard is involved in several business ventures, including Katahdin Ventures LLC (representing personal business interests), Helium Financial Group LLC (a parent holding company), H. Maris and Associates (a tax and accounting practice), Helium Tax (an accounting firm), The Tax and Accounting Group LLC (tax prep services), BCR Group Holdings LLC (family real estate holdings), Helium Day Tax (tax and accounting firm), and Element Planning Solutions LLC (for advisors with insurance licenses). Element Planning Solutions LLC is set up so advisors who have insurance licenses can receive payment through Element Solutions.