Husband and Dad. CEO of Helium Financial Group. Co-Founder of @heliumadvisors. Loves to go, Sarcasm, the Outdoors, and the @miamidolphins Tweets/RTs not advice.
Over 1,000 sub $100M RIAs are sweating Fidelity's $100M platform minimum. Moving custodians means insane repapering.
We built a better escape hatch (or ejection seat) at @heliumadvisors . Minimum transition effort + real team of humans + direct path to equity & profit interest. My DMs are open. Protect and grow your practice... https://t.co/UwUK6LfTuZ