Amy Hubble is a CFA-designated registered investment advisor at Radix Financial, LLC, based in Norman, OK, with 11 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 53 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.65% |
Minimum household investment of $1,000,000 USD. Fees may be negotiable.
Fee Estimator
Location
Norman, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy serves as a director and investment advisor for Radix Financial Cayman, LLC, a subsidiary of Radix Financial, LLC, and as a director for Radix Financial First Pillar LTD. She also serves as a non-executive independent director for Oasis Management Company LTD and Oasis Treasury Management LTD in the Cayman Islands.
Employment History
Current Registrations
Radix Financial, LLC
Previous Registrations
Radix Financial, LLC
Radix Financial, LLC
State Registrations2 states
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