10/08/2026
For those Financial Advisors out there don’t just survive the Fidelity $100M Minimum. Grow and scale Through It
Fidelity’s upcoming June 30, 2027, deadline for its $100M platform minimum is forcing over 1,000 independent RIAs to make a critical choice.
Many firms are resigning themselves to a stressful, 100% manual client repapering process to move to alternative custodians. We believe there is a better way. One that transforms a compliance headache into a wealth-building event.
Today, we are officially launching the Helium Advisors Partnership Program.
Because Helium clears the $100M threshold on Fidelity Institutional, we are positioned to offer an institutional lifeline to sub $100M RIA and advisory practices.
This isn't a traditional "tuck-in" where you pay a fee to be an employee or 1099/IC. This is a true equity partnership.
What the Helium Program Delivers:
• Zero Client Repapering: Accounts migrate seamlessly via a quick, 2 step process. Clients keep their same account numbers and portal access.
• A Clear Path to Equity: Milestones designed for you to earn or purchase direct equity in Helium.
• Profits Interest Participation: Capture real upside through structured profits interest units.
• Total Back-Office Relief: We fully absorb your compliance (CCO) responsibilties, routine audits, and billing overhead.
Don’t let institutional policy shifts shrink your practice. Join an enterprise where you maintain your autonomy while co-owning and growing our collective future.
Protect your practice and unlock true enterprise value:
Turn the Fidelity $100M mandate into an expansion opportunity. Join Helium Advisors to protect your custodial access, gain a path to equity, and participate in firm profit interest.
