Helium Advisors LLC

Helium Advisors LLC is a financial advisory firm established in November 2015 and registered as an investment adviser in April 2016. The firm specializes in portfolio management, retirement plan consulting, financial planning, tax preparation, and educational seminars. Helium Advisors offers tailored investment services based on individual client goals, risk tolerance, and time horizon. The firm may request discretionary authority from clients to make investment decisions on their behalf. Helium Advisors acts as a fiduciary and aims to provide fair and equitable allocation of investment opportunities among clients. The firm's fee structure includes asset-based fees ranging from 0.75% to 1.50% based on the total assets under management. Additionally, Helium Advisors offers fixed fees for financial planning services and retirement plan consulting, ranging from $5,000 to $50,000. The firm does not participate in wrap fee programs and does not charge performance-based fees. Helium Advisors may receive soft dollar benefits from custodians and broker-dealers for research and services. The firm's principals, Gary N Russell and Howard Alexander Morin, have affiliations