Radiant Wealth Advisory provides investment management and financial planning services. Radiant Wealth Advisory specializes in serving creatives, small business owners, couples, and individuals navigating major life transitions. Investment management is tailored to each client’s goals, values, time horizon, and risk tolerance. Financial planning covers retirement, cash flow, risk management, and financial transitions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.30% |
| $50K - $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K+ | 0.90% |
Fees may be negotiable based on household assets, complexity of the advisory relationship, and anticipated servicing requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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