Radix Wealth offers investment advice and portfolio management tailored to each client's goals and risk tolerance. They may use individual stocks, bonds, exchange traded funds, and mutual funds. While financial planning may be provided in connection with investment management, Radix Wealth does not charge a separate fee for financial planning. Radix Wealth also offers direct indexing strategies through First Trust Direct Indexing, LP.
Assets Under Management$62M
Clients76
Advisors2
Avg. per Client$820K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K+ | 0.85% |
Fees are negotiable. Clients who use First Trust for direct indexing will pay additional asset-based fees of 0.30% per year, and will be subject to an annual per account minimum of $1,500 assessed by First Trust.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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