How much does Helium Investments charge?
We charge an unheard of low fee for financial advice and portfolio management. This fee is lower than most of financial advisers in the U.S. which saves you more.
Accounts under $10,000 are FREE. This includes at least one conversation with a financial advisor about the portfolio you're in.
Accounts over $10,000 pay a small 0.50% fee on the total funds under management.
Accounts over $250,000 pay even less, with just 0.40% on the amount over $250,000.
There are no fees for transfers, trades, re-balancing, tax loss harvesting.
For more information on our pricing visit Pricing