Helmstar Wealth Management
Assets Under Management
$586.9M
Number of Clients
490
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$65.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Helmstar Group, LLC d/b/a Helmstar Wealth Management is a registered investment adviser offering financial planning, portfolio management, and pension consulting services. They tailor their advisory services to individual client needs and objectives. They also provide investment advice regarding private investment funds.
Fee Structure
Financial planning fees range from $750 to $15,000, depending on complexity. Hourly financial planning consulting is available at $100-$300 per hour. Portfolio management fees are based on a percentage of assets under management, as detailed in the fee schedule. Pension consulting fees are negotiated on a case-by-case basis and can be asset-based, flat, or one-time fees. Subadvisors also charge separate fees.
Areas of Practice
Location
250 South 5th Street, Suite 600, Boise, ID, 83702