Charles + Helme - Financial Advisor in Miami, FL

Paladin Research Report For:

Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor
Miami, FL 33130

About Charles Helme

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.

See Disclosures

General Information

Firm Start Year
  • 2010
No. of Employees
  • 5-9
  • 712007
Firm CRD#
  • 152117
Name of Custodial Firm
  • Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.
States Licensed in
  • CT, NY, FL
Years of Experience in Financial Services
  • 30
Number of Years with Current Firm
  • 10
Work with the following types of clients
  • Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced
  • Spanish


Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65

Firm Information

Firm's Number of Clients
  • 80
Firm's Number of Planning Clients
  • 25
Firm's Number of Managed Clients
  • 80
Assets Managed by Firm
  • 116,000,000
Advisor's Number of Clients
  • 42
Advisor's Number of Managed Clients
  • 42
Advisor's Number of Planning Clients
  • 17
Assets Managed by Advisor
  • 105,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500000
Fee % Based on Assets
  • 25-125 BPs
Additional Details on Charges
  • Fee is dependent on asset allocation mix.
Minimum Fee Charged for Managed Accounts
  • None
Minimum Fee Charged for Hourly Planning Accounts
  • N/A

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-llc-detailed-disclosure