Robert Helm
Advisor at Helm Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Helm Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Helm Investment
Location
Fort Worth, TX 76110
Credentials
Series 63, Series 66
Industry experience
21 years
Robert Helm is the sole advisor at Helm Investment, an independent firm based in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, with prior roles at Securities America Advisors, Securities America, Inc., and LPL Financial. He is also an independently licensed insurance agent specializing in life insurance. Helm Investment provides discretionary asset management primarily to individual and high-net-worth clients as well as select business entities. The firm employs a combination of fundamental and technical analysis with tailored strategies and manages both separately managed accounts and a private pooled vehicle that includes cryptocurrency-focused investments.
Based on Helm Investment
$0+: Up to 2.0% (negotiable) $0+: 0.50% for Limited Partnership (The Stables Fund US LP)
Performance-based fees charged for The Stables Fund US LP with an 8% hurdle rate and incentive allocation of 100% of net capital appreciation above hurdle rate, calculated quarterly.
Account minimum: $10,000 (may be waived by Helm Investment)
1617 Park Place Ave., Suite 110
Fort Worth, TX 76110
California · Texas
Rio Oaks LLC dba Helm Investments
2021 - Present (5 years)
Securities America Advisors
2017 - 2021 (4 years)
Securitites America, Inc.
2017 - 2021 (4 years)
LPL Financial, llc
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Lawyer
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Real estate agent
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