VETTED
Charles Helme
Tel: 203-987-6227 777 W Putnam Ave. 3rd Floor Greenwich, CT 06830
Your goals. Our Passion.
About Charles Helme
Charles Helme joined BH Asset Management as Managing Director of Investments in 2010 and leads the investment and research areas of the firm. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several high-alpha investment strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. From 1982 until then, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor.
About BH Asset Management, LLCWe are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.
See DisclosuresGeneral Information
Firm Start Year:
2020
No. of Employees:
5-9 Employees
Name of Custodial Firm:
Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.
States Licensed in:
CT, NY, FL
Communities served:
All of NYC and NY metro, including Northern NJ and Southern CT.
Number of Years with Current Firm:
10
Work Experience:
Mr. Helme began his career in 1980 at Ernst & Company, New York Stock Exchange and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business. He is active in a variety of local charitable and community organizations.
Work with the following types of clients:
Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:
Spanish
Advisory Services Provided:
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types:
Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Annuities, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:
Your Home, Our Office, Phone, Email, Your Office, Our Offices, Video Conference
Compensation and Fees
Fee Structure:
Fee-Only
Minimum Portfolio Size for New Managed Accounts:
$500000
Compensation Methods:
Based on Assets
Fee % Based on Assets:
25-125 BPs
Additional Details on Charges:
Fee level depends on service desired and assets under management (Domestic Large Cap Growth, Enhanced Dividend, International, Convertible Bond, Municipal Bond, Buy-Write, Socially Responsible Investing (SRI), ESG Investing, Taxable Fixed Income, Emerging Market, etc.)
Minimum Fee Charged for Hourly Planning Accounts:
N/A
Firm Information
Firm's Number of Clients:
80
Firm's Number of Planning Clients:
25
Firm's Number of Managed Clients:
80
Assets Managed by Firm:
116,000,000
Advisor's Number of Clients:
42
Advisor's Number of Managed Clients:
42
Advisor's Number of Planning Clients:
17
Total Assets Under Management by Advisor:
105,000,000
Preferred meeting methods
I provide a free initial consultation:
Yes
Financial Planning for Businesses
You have dedicated years of hard work and unwavering commitment to building your business, and now it is time to reap the rewards. However, many entrepreneurs often overlook the critical aspect of planning for retirement and ensuring a smooth transition. A seasoned financial security advisor can provide invaluable expertise in crafting a robust business succession strategy that aligns with your retirement goals.
By transforming the equity in your business into capital, you can secure your retirement funds while maintaining financial stability. At BH Asset we can guide you through tax-efficient retirement strategies, such as leveraging life insurance policies, paying yourself a salary as the business founder, or facilitating a gradual purchase of your shares by an heir. With the correct advise, you can confidently navigate the complexities of succession planning and retire with financial peace of mind.
Financial Advice & Consulting
BH Asset team of seasoned advisors, is dedicated to providing you with the highest level of expertise and personalized service. We understand that everyone's financial situation is unique, and we take the time to get to know you and your goals. Whether you're looking to grow your wealth, plan for retirement, or manage risk, our advisors are here to help you navigate the complexities of the financial world with ease.Our advisors work closely with you to develop a customized plan that aligns with your goals and risk tolerance, ensuring that you have a clear path to financial success.
Portfolio Management
At BH Asset, we bring over 30 years of experience as a trusted registered investment advisor, helping individuals and families create lasting financial security. Our mission is simple: to build, grow, and protect your wealth with a strategy tailored to your life.
We start by understanding you your goals, your dreams, and your concerns. Whether you're planning for major life events like a first home, a growing family, education, or retirement, we design a comprehensive financial plan that evolves with you.
Our personalized approach considers every detail, including your risk tolerance, income needs, tax situation, and investment horizon. With BH Asset by your side, you gain a partner committed to navigating every financial milestone with confidence and clarity.
Let's build your future together.
Retirement Planning
At BH Asset, we specialize in creating customized retirement planning strategies tailored to your personal goals. Whether you dream of traveling the world, leaving a lasting legacy, or simply enjoying life on your terms, we are here to help you build a future with confidence and freedom.
401K Rollovers
As a seasoned financial advisor, I am dedicated to helping you make the most of your retirement savings. If you are considering a 401K rollover, you've come to the right place. At BH Asset, we specialize in providing personalized advice and strategic plans tailored to your unique financial situation and goals.
Our 401K rollover services ensure that you retain the tax advantages and continue growing your retirement savings seamlessly. We work with you to understand your aspirations, whether you're aiming for financial security, travel, or leaving a lasting legacy.
Investment Advice & Management
We have decades of experience in the markets managing most asset classes for both individuals and large corporations, endowments, and retirement plans.
Wealth Management
At BH Asset, we address your needs at every stage of life, developing tailored wealth planning strategies that incorporate investment advice and solutions designed to strengthen your portfolio and preserve your legacy.
BH Asset Management is committed to professionally supporting, educating, and guiding each client with informed, personalized direction. We uphold the highest standards of trust, integrity, and respect while collaborating and working together as a true partner in your financial journey.
Money Management
With over 30 years of expertise, BH Asset turns your financial goals into a clear, achievable plan.
We offer personalized money management built on trust, transparency, and a deep understanding of your needs from your first home to retirement and everything in between.
Partner with BH Asset and move forward with confidence.
Estate Planning & Trusts
At BH Asset, if you can envision your legacy, we have a set of solutions for you to maximize your outcomes for your family and charitable interests for generations to come. We specialize in multi-generational, sophisticated planning for business owners, professionals, and entrepreneurs that has stood the test of time, markets, and tax regimes. Unsure of the options open to you? Visit with one of our skilled advisors to discuss your objectives and explore what is available. You will be glad you did!
Education Funding and Planning
At BH Asset, we recognize that providing your children with a quality education is one of the most meaningful investments you can make. As both a parent and an experienced financial advisor, I am committed to designing a personalized education funding strategy tailored to your family's needs and aspirations.
Our goal is to help you build the financial foundation that will open doors and create lasting opportunities for your children while preserving your broader financial security.
Partner with us to plan confidently for the future they deserve.
Risk Management
Families and businesses face a variety of financial and business risks. A comprehensive evaluation of your risks can lead to securing your future against the unknown and unpredictable vagaries of changing laws and regulations, the tort bar, and other threats to your business' s or family's financial future. Only through a thorough examination of your situation are our experienced risk managers able to provide the advice you need to know you are covered.
Reach out to us for an informed discussion today.
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
30 Years of Experience
Compliance
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Compensation Arrangements
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