Radius Wealth Management offers investment advice and wealth management services to individuals, high net worth individuals, foundations, endowments, and charitable organizations. Radius creates tailored investment portfolios based on client goals, risk tolerance, and financial situations. Services include investment management, retirement planning, and financial planning. Radius may recommend unaffiliated investment managers.
Assets Under Management$170M
Clients140
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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