Transparent Flat Fees

Know Exactly What You’re Paying - And Why

At Green Helix Financial, we believe financial advice should be easy to understand - and so should the cost. That’s why we use a transparent flat-fee model that keeps things simple and aligned with your best interests.

You’ll never wonder how we’re paid or whether a recommendation is motivated by commission. Our job is to help you succeed and not to sell you something.

🧩 Why Flat Fees Matter

Many financial institutions charge:

High fees of 1.75%–2.5% on in-house mutual fund products
Product commissions that are unclear
Services that are tied to specific products
These models create a conflict of interest and make it hard to know what you’re really paying for. Our approach is different.

💡 How Our Pricing Works

✅ Flat 1% Fee

All clients are charged the same fair rate - 1% of assets under management. This fee covers planning, reviews, support, and portfolio management as well as investment services. The only additional fees are the small fees that Carte Wealth Management Inc. charges for certain accounts and certain trades.

✅ No Commission Bias

We are not paid more to recommend certain products. Our independence and fiduciary responsibility ensure you get the best-fit solution, not the highest-margin one.

✅ Scalable Services

As your portfolio grows, so does the level of service we provide. Our “scaffolding” model ensures you’re only paying for what you need - when you need it.

✅ Full Transparency

Fees are clearly disclosed and easy to understand. No buried costs, no trailing fees, no pressure tactics - just professional service delivered with integrity.

💬 What's Included in Your Fee?