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Fully Transparent Pricing

Our fees are easy to understand, straightforward, and less than the industry average for all categories.

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.