Experience is a good school, but the fees are high.

Portfolio Management

Radix Financial prides itself on acting as a fee-only fiduciary manager.  All fees are assessed as a percentage of assets under management (AUM), withdrawn directly from the client account on a monthly basis; we receive no commissions or other incentives to trade or recommend insurance or mutual fund products.

*Accelerator accounts are subject to an annual savings commitment of $6,000 and a $50 minimum monthly fee per household

Fiduciary Consulting

Fiduciary consulting agreements are negotiated for a flat rate on a project-by-project basis.