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. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He 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.
We 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.
|Firm Start Year:||2020|
|No. of Employees:||10-19|
|Name of Custodial Firm:||Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.|
|States Licensed in:||CT, NY, FL|
|Number of Years with Current Firm:||10|
|Work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Foreign Languages Serviced:||Spanish|
|Advisory Services Provided:||Annuities, Insurance Planning, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Businesses, Financial Planning for Individuals, Money Management, Wealth Management|
|Investment Types:||Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office, Video Conference|
|Firm's Number of Clients:||60|
|Firm's Number of Planning Clients:||20|
|Firm's Number of Managed Clients:||60|
|Assets Managed by Firm:||89,000,000|
|Advisor's Number of Clients:||40|
|Advisor's Number of Managed Clients:||40|
|Advisor's Number of Planning Clients:||15|
|Assets Managed by Advisor:||$80,000,000|
Compensation and Fees
|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|
|Financial Planning for Businesses
Call after you visit our website. We have starter and sophisticated programs to match your requirements.
|Financial Planning for Individuals
Call us directly or visit our website for a complimentary summary plan.
|Financial Advice & Consulting
Call or visit website. We offer a variety of different kinds of advice across markets, structures, and risk tolerance.
We manage several distinct strategies in addition to providing comprehensive, holistic wealth management
Call and inquire about our superior retirement income and growth strategies. We manage a variety of strategies to fit every goal.
We advise both corporate and individual 401K plans, along with the Individual Retirement Accounts that succeed them.
Call us about your insurance challenges. We can help you find the solution you seek.
Call us for a free second look. You will be glad you did.
|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.
We offer comprehensive and holistic wealth management services to families and multi-family offices both locally and nationally.
The firm offers a variety of discrete strategies to address most specific investment mandates. Call and let's explore the ways we can work together to achieve your objectives.
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
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|All of NYC and NY metro, including Northern NJ and Southern CT.|
CPA, CFP®, CMFC®, CRPC®, APMA®, CFA®
COASTAL WEALTH MANAGEMENT
22 Years of ExperienceView Profile