THE HELMSTAR GROUP, LLC
Boise, Idaho
5.0
3 Reviews
The Helmstar Group, LLC, headquartered in Boise, ID, is a distinguished local investment advisory firm that caters primarily to high net worth individuals. With a total of 10 skilled professionals, 8 of whom specialize in providing investment advisory services, they boast an impressive average of approximately $157,290,000 in assets under management per investment advisor, well above the industry average. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With over 310 individual clients, T...
See more
Loading...

Assets Under Mgmt

$377.19M

Investment Professionals

8

Locations

0

% 401K & Individual

22%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.