Radnorwood Capital, LLC

Fee-Only (% of Portfolio)

Radnorwood Capital manages investments for investment funds, primarily focusing on publicly traded equity and equity-related securities in the technology sector. Radnorwood has the authority to invest in various types of securities and employ different investment strategies. Investors in the funds do not have the opportunity to select or evaluate fund investments or strategies, as Radnorwood makes all investment decisions.

Assets Under Management$42M
Clients1
Advisors1
Avg. per Client$42M
Avg. per Advisor$42M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M2.00%
$10.0M - $15.0M1.50%
$15M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm