Investment Management
Helios Advisory Service, LLC is a Registered Investment Advisor in Washington. Most of my clients are located in western Washington.
- I manage financial assets on a non-custodial basis. I use Scottrade as the custodian because they are reliable, have a good web-friendly platform and have very low transaction costs.
- My fee is 1% per year, paid in quarterly fractions, on the first $500,000 under management. Assets above this level have lower fees.
- I keep expenses low. Most assets are in index exchange-traded funds or closed-end funds.
- Buy and hold is the rule. For select clients, I write covered calls as an income or growth strategy.
- At this time, I have no minimum investment amount for my clients.
- Particulars about my business are outlined in a required filing called an ADV-II . You are entitled to a copy.
Please contact me directly at 206-819-2498 or willm@heliosadvisory.com for a more complete explanation.
