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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
786-475-1280

General Information

Firm Start Year
  • 2020
CRD#
  • 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

Compliance

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
  • 60
Firm's Number of Planning Clients
  • 20
Firm's Number of Managed Clients
  • 60
Assets Managed by Firm
  • 8900000
Advisor's Number of Clients
  • 50
Advisor's Number of Managed Clients
  • 50
Advisor's Number of Planning Clients
  • 15
Assets Managed by Advisor
  • $80000000

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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  • Office Address
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    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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