Radius Wealth Management builds customized investment portfolios and provides financial planning for individuals, high net worth individuals, foundations, endowments, and charitable organizations. Radius Wealth Management creates tailored portfolios using a fundamentally driven research approach, selecting individual stocks, bonds, exchange-traded funds, mutual funds, and structured notes. The team works closely with clients to understand their financial goals, time horizons, and risk tolerances, offering both discretionary and non-discretionary portfolio management. In addition to investment management, Radius Wealth Management provides financial planning services covering retirement planning, tax strategies, estate planning, education savings, and insurance needs, either as part of wealth management services or through separate planning agreements.
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.