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
Morgan is a licensed insurance agent and can sell life insurance policies. This activity requires minimal time.