Charles Stackelberg is a ChFC-designated registered investment advisor at Radius Wealth Management, INC., based in Boston, MA, with 9 years of industry experience. Charles 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Radius Wealth Management, INC.
State Registrations1 state
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