Shelby M Miller
Investment Adviser Representative at HELMSMAN FINANCIAL GROUP, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| FSP - First $500,000 | 1.10% |
| FSP - $500,001 to $2,500,000 | 0.75% |
| FSP - $2,500,001 to $5,000,000 | 0.65% |
| FSP - $5,000,001 to $10,000,000 | 0.55% |
| FSP - $10,000,001 to $15,000,000 | 0.50% |
| FSP - Over $15,000,000 | 0.35% |
Helmsman Financial Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at HELMSMAN FINANCIAL GROUP, LLC
2 other advisors in the directory
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