Fraction of the Cost

Pricing

Helios provides the full power of an institutional investment department — customized,
compliant, and scalable — under your brand.

Helios Pays for Itself

Helios is more than an investment research partner — it’s a growth engine for your firm. By replacing internal costs with scalable systems and enabling new revenue streams, Helios creates measurable value that compounds over time.

Helios Web Images 800x450 (1)

  • Reduce Internal Costs
    Eliminate the expense and risk of maintaining in-house investment staff, technology, and research infrastructure. Helios delivers institutional capability at a fraction of the cost.

  • Attract Held-Away Assets
    Win a greater share of existing clients’ portfolios by demonstrating a more sophisticated, research-backed investment process — built for trust and transparency.

  • Close More High-Net-Worth Prospects
    Differentiate your firm with quantitative insights and a defined CIO process that builds confidence and converts larger clients faster.

  • Create New Revenue Streams
    Deliver proprietary SMA strategies, bring external management fees in-house, and scale white-labeled investment solutions under your own brand.
686f85cb338fa886aea355a7_Container (5)-1

element left Our Service Levels element right

Choose the Right Level of Support
  Premium Research Services IC Services
Recommended		 Trade Management Services
Pricing Model
Flat Fee Per Advisor
Flat Fee Per Advisor
Basis Points On traded AUM
Ideal For

Emerging practices that need to maximize budget.

Practices with investment staff that need to upgrade their capabilities

Fast growing practices that need to focus on what they do best

Practices actively acquiring or integrating other advisors

Practices that need dedicated support without the overhead costs

Complex practices that manage many client needs and scenarios
Includes
Everything in Premium Research, plus:

-Schedule, manage, and document quarterly investment committee meetings

-Enhanced advisors and client support

-Custom materials and content
COMING SOON!

Premium Research Services

Enhance your in-house capabilities with institutional-grade research and model design.

  • Research & model ecosystem
  • Portfolio analytics
  • Client-ready communication
  • Compliance documentation

Flat-fee structure based on the number of active advisors in the practice.

Investment Committee Services

We take a seat at your table, providing tactical and operational support.

  • Everything in Premium Research
  • Quarterly IC meetings
  • Prep, analysis & notes
  • Advisor & client support

Flat-fee model scaled by the number of active advisors.

Model Trading Automation

Fully automate your trading based on Helios models for unmatched efficiency.

  • Everything in IC Services
  • Automated model trading
  • Trade process oversight
  • SMA creation for new revenue streams

Basis-point model applied to traded AUM with a defined minimum.

1 of 3


Partner with Helios to bring confidence, data, and efficiency to your advisory practice.

We'd Love to Learn About You!

Every practice is unique.  400+ Advisors have chosen to partner with Helios because we able to help them deliver a powerful client experience, drive growth, and reduce costs.  


Prefer to connect by email?
Reach us at hello@heliosdriven.com