Our fees are easy to understand and straightforward.
Radius Wealth Management is a fee-only firm. We only receive compensation from the fees paid directly to us by our clients. This means that we receive no compensation from referral arrangements, commissions, fund sales load or other sales-related compensation. As fiduciaries, we serve you with your best interests in mind.
Our value is based on our service to our clients, our dedication to their wealth preservation and growth as well as our below-industry-average pricing model.
Annual Advisory Fee Billed Quarterly
|
|
Annual Fee |
AUM |
AUM |
AUM |
|
|
|
$500,000 | $1,000,000 | $1,500,000 |
Radius Wealth Management Advisory Fee for ETF and Fund Portfolios |
0.5% |
$2,500 |
$5,000 |
$7,500 |
| Industry Average Advisory Fee | 1.0% | $5,000 | $10,000 | $15,000 |
Annual Fee |
AUM |
AUM |
AUM |
|
|
$500k | $1M | $1.5M |
Our Fee |
|
|
|
0.5% |
$2,500 |
$5,000 |
$7,500 |
| Industry Average |
|
|
|
| 1.0% | $5k | $10k | $15k |
"All In" Fee Including Advisory fee, Fund Underlying Expense Ratios, Trading and/or Platform Fees
|
|
Annual Fee |
AUM |
AUM |
AUM |
|
|
|
$500,000 | $1,000,000 | $1,500,000 |
Radius Wealth Management Advisory Fee for ETF and Fund Portfolios* |
0.67% |
$3,350 |
$6,700 |
$10,500 |
| Industry Average "All In" Fee | 1.75 - 1.5% | $8,750 | $16,500 | $22,500 |
Annual Fee |
AUM |
AUM |
AUM |
|
|
$500k | $1M | $1.5M |
Our "All-In" Fee |
|
|
|
0.67% |
$3,350 |
$6,700 |
$10,500 |
| Industry Average "All-In" Fee |
|
|
|
| 1.75 - 1.5% | $8,750 | $16,500 | $22,500 |
* Current as of 10/27/2021 subject to change if fund expenses change or portfolio substitutions
Source: https://www.kitces.com/blog/independent-financial-advisor-fees-comparison-typical-aum-wealth-management-fee/
Radius Wealth Management annual financial planning fee for existing clients:
Included for Radius Wealth Management clients
Industry Average Annual Financial Planning Fee
| Flat annual fee (retainer) | $2,000 to $7,500 annually |
| Hourly fee | $200 to $400 per hour |
| Per-plan fee | $1,000 to $3,000 per financial plan |
Source: https://www.nerdwallet.com/article/investing/how-much-does-a-financial-advisor-cost
Additional Services and Options May Include:
Hourly financial planning
Project-based financial planning
Comprehensive financial planning services
Tax preparation for individuals and small businesses done by a third party
Estate document updating and drafting done by a third party
Concierge and family office services done by a third party
Our goal as a firm is to provide investment management services that are in your best interest - and that begins with transparency and honesty from the start. Should you have any questions about our services or pricing, feel free to contact us to set up an appointment.