Helium Advisors LLC
Assets Under Management
$308.1M
Number of Clients
337
Number of Advisors
4
Average Client AUM
$914K
AUM per Advisor
$77.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Helium Advisors LLC provides ongoing portfolio management based on client goals and risk tolerance. They also offer retirement plan consulting and financial planning services, including basic and family office services for high-net-worth clients. Tax preparation services are available through affiliated companies.
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
Location
1910 120th Pl Se, Suite 102, Everett, WA, 98208