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Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018

212-575-0234

Your goals. Our Passion.

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.

General Information

Firm Start Year

2020

CRD#

712007

Firm CRD#

152117

Name of Custodial Firm

Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.

States Licensed in

CT, NY, FL

Years of Experience in Financial Services

30

Number of Years with Current Firm

10

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Foreign Languages Serviced

Spanish

Services

Investment Types

Alternative Investments, Stocks, Annuities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Mutual Funds, Commodities, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At your home, Video Conference, At my office

Compliance

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

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 Managed Accounts

None

Minimum Fee Charged for Hourly Planning Accounts

N/A