Helium Investments Automated Portfolio Service $10,000 Managed Free

Helium Investments is an automated investing service available in the U.S.A. that offers a smart and simple way to invest your money with personalized portfolios, no trade fees, tax optimization, and trusted investment advisors.

Plus, you will pay no fees for Helium Investments Accounts under $10,000 with no account minimum, and you can cancel at any time.

About Helium Investments Accounts

All accounts with Helium Investments include access to online portfolio advice, financial updates, mobile apps, and client services.

Helium Investments accounts with under $10,000 invested are totally free, while there is a 0.50% charge per year for accounts over $10,000 and a 0.40% charge for any amount over $250,000.

The sign-up process for a new Helium Investments account is easy, as all you need is a valid email address and bank account, and you must be over 18 years old and a resident of the United States.

Helium Investments Features

• Get a Personalized Portfolio for your Investing Style and Financial Goals.
• Helium Investments Accounts are Customized to Suit your Risk Acceptance.
• No Trade Fees with All Inclusive Pricing.
• Tax Optimized to Potentially Save you Thousands.
• Trusted Investment Advisors available Online or by Phone.
• Available online or on your iOS or Android device 24/7.
• For accounts under $10,000, they do not charge any fees. For accounts over $10,000, they charge 0.50% per year, and then 0.40% for any amount over $250,000.
• There are no fees for deposits, withdrawals, transfers, service, rebalancing, trading, tax loss harvesting, or support.
• There is no minimum opening deposit or minimum balance required (although they cannot buy any ETFs if there is less than $1,000 in the account).
• No minimum balance required after account opening and cancel anytime.
• Account Types include Roth IRA, Rollover IRA, Traditional IRA, or Cash account.

Sign up for Helium Investments to get an automated portfolio investing service.

You may also be interested in Betterment, Wealthsimple, WiseBanyan, and Wealthfront for more managed investment solutions.