Charles Helme joined BH Asset Management as Managing Director of Investments in 2010. 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 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 this 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.
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.
Charles Helme
General Information |
| Firm Start Year: | 2020 | |
| No. of Employees: | 5-9 | |
| 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: | Non-Profit Organizations, Individual Investors, Businesses |
| Foreign Languages Serviced: | Spanish |
Services |
| Investment Types: | Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Email, Phone, Your Office, Video Conference, Our Office |
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 |
| Assets Managed by Advisor: | 105,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500000 |
| Fee % Based on Assets: | 25-125 BPs |
| Additional Details on Charges: | Fee is dependent on asset allocation mix. |
| Minimum Fee Charged for Hourly Planning Accounts: | N/A |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Sat. | 9:00 AM - 6:00 PM |
| All of NY metro, Northern NJ and Southern CT. |
| Check | Money Order |
| Bank Transfer | |
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