Most financial advisors charge 1% of your money.
Every year. Forever. We don't.
The Model
You probably don't need someone managing your portfolio. You're already doing that.
What you might need: someone who actually knows your situation. Who can answer the random question about RSUs. Who'll tell you when you're about to do something dumb. Who's there when you buy a house or have a kid and suddenly the stakes feel different.
Real advisors. Better tools. Pricing that isn't designed to extract 1% of your net worth while you're not paying attention.
You're making good money. You've got investments in a few places. You're not looking for someone to hold your hand — you just want someone in your corner when it matters.
What You Get
Not a robo. Not a chatbot. A person who knows your situation and is available when you need them.
RSUs vesting? Buying a house? Wondering if a backdoor Roth makes sense? Text, call, or email. We're here.
We look at what you actually have — across all your accounts — and help you make better decisions.
A unified view of everything you own. Scenario planning. The tools you'd build yourself if you had the time.
What We Charge
Everything
$X/month
Your advisor. Portfolio reviews. Tax strategy. Research tools. Unified dashboard. Scenario planning. The full thing.
No percentage of your assets. No surprise fees. Cancel anytime.
Who We Are
Founder
[A few sentences about why you started Helm. What you noticed about the industry. Why the traditional model doesn't work for people our age. Keep it honest and direct — this is the section where people decide if they trust you.]
How We Think
A quick look at what AUM fees actually cost over a career. The math isn't complicated — it's just not advertised.
Most of what you're paying for is portfolio management. Which, at this point, is basically automated.
RSUs, tax-loss harvesting, backdoor Roths, buying your first place. The moments where good advice actually matters.