Radnor Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Radnor Capital Management (RCM) offers investment management and wealth management services. RCM evaluates a client's financial situation before managing their investments, designing and implementing an investment plan to achieve their goals. RCM manages investments for wealthy individuals, families, and trusts, as well as a small to mid-cap equity product. RCM uses individual securities to build client portfolios, focusing on quality and fundamental analysis.

Assets Under Management$790M
Clients177
Advisors5
Avg. per Client$4.4M
Avg. per Advisor$160M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.20%-1.00% and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Advisors at this firm