Radix Financial offers investment management based on individual client goals, financial planning as an add-on for investment management clients, and independent consulting services for trustees and family offices. Radix tailors programs for each client, considering investment goals, risk tolerance, and existing assets. The firm may use model portfolios and clients can impose restrictions on investments.
Assets Under Management$230M
Clients53
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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