Starting early and getting good advice is paramount to your financial success. That's why at Helium Investments we believe in a continuous cycle of getting advice, setting your goals, reaching them and repeat.
With a mutual fund and their high fees, you'd never hear a word from the company your investments are with, does that sound right?
We're here to help.
There are no fees for depositing or withdrawing from your Helium Investments account.
As your portfolio grows over time we rebalance it without any added costs to you.
All fees associated with trading such as buying or selling securities are covered by us.
There are no fees to speak with a real Investment Advisor on the phone or online.
Easy to understand pricing
- For Accounts under $10k
- 0.50%/ year
- Accounts over $10k
- 0.40%/ year
- The amount over $250k+
All-Inclusive Low Advisor FeeHaving a low fee protects an astonishing percentage of your wealth while you're growing your savings and helps preserve it in retirement. That's why we include the following:
Portfolio Advice & Planning
Yearly Financial Review
*Accounts with $0.00 and no activity will be closed after 60 days