Helvetia Investment Advisors Fees & Minimum

Overview

Total Firm Assets: $507 million
Average High-Net-Worth Client Portfolio Size: $3.9 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: HIA ADV2 (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.65%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$36,000	0.72%
$10 million	$61,000	0.61%
$50 million	$261,000	0.52%
$100 million	$511,000	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 99.68%
Number of High-Net-Worth Clients: 131
Total Client Accounts: 137
Discretionary Accounts: 122
Non-Discretionary Accounts: 15

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 171155

HIA ADV2 (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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