The New Generation
of Wealth Management
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.
Keep your money where it is. We don't custody your assets or ask you to move anything. We advise on what you have, wherever it sits.
Want us to structure your portfolio? We can do that too. Some people want a second opinion. Others want a full plan. We support both.
Real advisors. Better tools. Pricing that isn't designed to extract 1% of your net worth while you're not paying attention.
Why This Matters Now
The financial landscape is moving faster than ever. AI is reshaping careers and industries. Asset classes that didn't exist five years ago are now real. The decisions you make in your 20s and 30s compound for decades.
Most wealth management was built for a different era — slow-moving, relationship-heavy, designed around retirees. That's not what you need.
You need someone who gets how fast things are changing and can help you make better decisions in real time.
What We Charge
No AUM fees. No hidden costs.
No “schedule a call to learn more.”
Just one flat fee per year.
| Portfolio Size | Flat Fee (Annual) | Vs. Traditional AUM % |
|---|---|---|
| Under $500K | $1,200 | 0.48% |
| $500K – $1M | $3,000 | 0.40% |
| $1M – $2.5M | $4,800 | 0.27% |
| $2.5M+ | $7,200 | 0.19% |
No percentage of your assets. No moving your money. No surprise fees. Cancel anytime.
At $1M, you're paying 0.30%. A traditional advisor would charge $10,000. You keep the difference.
What You Get
A real advisor
Not a robo. Not a chatbot. A person who knows your situation and is available when you need them.
Answers when you need them
RSUs vesting? Buying a house? Wondering if a backdoor Roth makes sense? Text, call, or email. We're here.
Portfolio reviews and tax strategy
We look at what you actually have — across all your accounts — and help you make better decisions.
Research tools and dashboard
A unified view of everything you own. Scenario planning. The tools you'd build yourself if you had the time.
Proactive alerts
We're not waiting for you to call. When something matters — a tax deadline, a rebalancing opportunity, a change that affects your situation — we reach out.
Who We Are
[Your Name]
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
The 1% Fee Is a Bad Deal (and You Already Know It)
A quick look at what AUM fees actually cost over a career. The math isn't complicated — it's just not advertised.
What Your Financial Advisor Actually Does All Day
Most of what you're paying for is portfolio management. Which, at this point, is basically automated.
The Questions Worth Paying Someone to Answer
RSUs, tax-loss harvesting, backdoor Roths, buying your first place. The moments where good advice actually matters.