Nancy Stackelberg
Nancy Stackelberg is a CFP-designated registered investment advisor at Radius Wealth Management, INC., based in Boston, MA, with 22 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 132 clients with $160M 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% |
Wealth management fees are charged at an annual rate of up to 1.00% of assets under management. Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
1 Mariana Park Drive, Suite 1484, Boston, MA, 02210
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
April 2005Employment History
Current Registrations
Radius Wealth Management, INC.
Previous Registrations
Fernwood Investment Management, LLC
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
State Registrations1 state
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.
Exams
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