Helios Wealth Advisors, LLC

HELIOS WEALTH ADVISORS, LLC, established in 2005, offers personalized wealth management services primarily to individuals, retirement accounts, charitable organizations, trusts, and estates. The firm provides investment supervisory services on a discretionary basis, managing portfolios of no-load mutual funds tailored to clients' needs, goals, and risk tolerance. They offer financial planning services, retirement plan consulting, and hourly planning engagements. The minimum investment required is typically $500,000, with fees based on a tiered structure ranging from 0.35% to 1.10% of assets under management. The firm does not charge commissions and does not use performance-based fees to avoid conflicts of interest. Advisors hold professional certifications such as CFP®, AIF®, and CPA, ensuring high standards of expertise. Clients have the option to grant discretionary authority for trading through a Limited Power of Attorney. HELIOS WEALTH ADVISORS does not exercise proxy voting authority over client securities and does not receive soft dollars in excess of regulatory limits. The firm's founder, Theodore X. Koinis, serves as President and is responsible for all operational aspects. No disciplinary history or financial impairments have been reported.