Radius Wealth Management, INC.
Assets Under Management
$171.4M
Number of Clients
140
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$85.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Radius Wealth Management offers investment advisory services to individuals, high-net-worth individuals, foundations, endowments, and charitable organizations. Services include wealth management, financial planning, and use of independent managers. The firm utilizes fundamental and technical analysis in developing investment strategies.
Fee Structure
Wealth management fees are charged up to 1.00% annually, paid quarterly in advance, based on the market value of assets under management at the end of the prior quarter. Fees may be negotiable. Financial planning services are offered at an hourly rate of up to $250, or a fixed engagement fee based on the hourly rate. Fees may be negotiable depending on the complexity of the client's circumstances.
Areas of Practice
Location
MA, United States