Dennis Radek
Dennis Radek is a registered investment advisor at Strategic Advisers LLC, based in Henderson, NV, with 21 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (1)
Financial
September 2018Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
USAA Financial Advisors, INC.Broker
W&s Brokerage Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
International Financial Solutions, INC.Broker
VALIC Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Securities America, INC.Broker
Wachovia Securities, LLC
Edward JonesBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
A. G. Edwards & Sons, INC.Broker
Foster Jeffries CO., INC.Broker
First Choice Securities CORP.Broker
State Registrations53 states
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.