Radix Organization is a registered investment advisor that offers both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet individual client needs. They also provide portfolio consulting services, offering risk tolerance assessments and asset allocation recommendations. Radix may recommend third-party asset managers. The firm primarily advises on equity securities but may advise on other investments based on client goals.
Assets Under Management$180M
Clients73
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$61M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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