The Helium Advisors Partnership Program: Turn the Fidelity $100M Minimum Into Generational Wealth
The June 30, 2027, deadline for Fidelity Investments’ $100 million platform minimum is forcing over 1,000 sub-$100M RIAs to rethink their structural futures. At Helium Advisors, we view this industry shift not as a disruption, but as an ideal catalyst for growth. As an established RIA firm clearing the $100M threshold on Fidelity, Helium Advisors offers more than a simple operational safety net. Our Advisor Partnership Program is built for growth-minded professionals, combining a zero-repapering custodial transition with concrete paths to equity, practice buy-ins, and firm-wide profit interest.
Moving Beyond a "Tuck-In": The Helium Program vs. Standard Options
Structural Advantages of Partnering with Helium
- Zero-Repapering Transition: Because Helium maintains deep, active institutional relationships with both Fidelity and Schwab, your client accounts migrate via a quick. 2 part process with little actual paperwork, and no chasing signatures.
- A Clear Path to Equity: We don't just host your business; we want you to co-own our collective success. Partners have a defined structure and process to earn or purchase direct equity in Helium, aligning your long-term incentives with firm growth.
- Practice Buy-In Opportunities: While gaining immediate access to institutional scale and infrastructure, you have mechanisms to buy into Helium's existing, highly scalable wealth management practice.
- Firm-Wide Profit Interest Participation: Participating advisors can capture upside through structured profits interest units, allowing you to build true enterprise value that goes far beyond the revenue of your solo book.
How Our Strategic Integration Model Works
- Alignment & Valuation: We evaluate your current book of business across Fidelity and other custodians (if needed), structuring a customized equity path and profit interest framework tailored to your career horizons.
- Seamless Migration: Through our 2 part process, accounts move into Helium's master framework within days while retaining their historical account numbers and portal access.
- Back-Office & Compliance Relief: Helium Advisors immediately absorbs your CCO liabilities, SEC/state filings, billing workflows, and technology overhead.
- Collective Growth: You gain access to Helium's marketing engine, specialized planning and tax resources, and equity upside, transforming your solo practice into an enterprise asset.
Secure Your Clients. Build Your Enterprise Value.
Don't let institutional policy shifts limit your practice. Partner with Helium to solve your near-term custody challenges while locking in your long-term equity upside.
