Helena
Benedetto-Erman
Jacobi Capital Management, LLC
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About this Advisor
Helena Benedetto-Erman is a financial advisor based in Simpsonville, South Carolina, working with Jacobi Capital Management, LLC. Helena has previously held positions at Jacobi Capital Management, LLC, Northstar Financial & Retirement Planning, Koch Insurance Brokers, and Helena M. Benedetto-Erman. Helena has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and South Carolina. Currently, Helena is part of Jacobi Capital Management, LLC, which operates out of Simpsonville, South Carolina. The firm has 2 offices and 24 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Jacobi Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jacobi Capital Management, LLC Brokerage Details
$1,692,446,290
24
5,591
$302,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Helena Benedetto-Erman Work History
Jacobi Capital Management, LLC
Northstar Financial & Retirement Planning
Helena M. Benedetto-Erman
Koch Insurance Brokers
Disclosures
Please visit the SEC profile of Helena Benedetto-Erman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jacobi Capital Management, LLC
Berwyn, PA
Pittston, PA
Pittston, PA
Pittston, PA
Pittston, PA
Berwyn, PA
Pittston, PA
Pittston, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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