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...
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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
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