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Charles Helme
BH Asset Management, LLC

Tel: 786-475-1280
1221 Brickell Avenue, 9th Floor
Miami, FL 33130
BH Asset Management, LLC | Financial Advisor in Miami ,FL

Your goals. Our Passion.


About Charles Helme

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.


About BH Asset Management, LLC

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.

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General Information

Firm Start Year:   2020
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, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Via Email, Via Phone, Your Office, Video Conference, Our Office

Firm Information

Firm's Number of Clients:   60
Firm's Number of Planning Clients:   20
Firm's Number of Managed Clients:   60
Assets Managed by Firm:   8900000
Advisor's Number of Clients:   50
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   15
Assets Managed by Advisor:   $80000000

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

Compliance

Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

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

Communities Served

All of NY metro, Northern NJ and Southern CT.

Compensation Arrangements

Check Money Order
Bank Transfer
brokercheck

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