Nancy Stackelberg is a CFP-designated registered investment advisor at Radius Wealth Management, INC., based in Boston, MA, with 21 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 140 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. If Radius uses independent managers, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Location
1 Mariana Park Drive, Suite 1484, Boston, MA, 02210
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
April 2005Employment History
Current Registrations
Radius Wealth Management, INC.
Previous Registrations
Fernwood Investment Management, LLC
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.