Fees
Experience is a good school, but the fees are high.
Portfolio Management
Radix Financial prides itself on acting as a fee-only fiduciary investment 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 All fees are assessed as a percentage of assets under management (AUM), withdrawn directly from the client account on a monthly basis; we receive no commissions or other incentives to trade or recommend insurance or mutual fund products.
$0 - $110,000 |
1.10% AUM* |
$180,000 - $2 million |
1.00% AUM |
$2 million+ |
0.65% AUM |
*Households with assets under management of less than $110,000 are subject to a minimum monthly fee of $100 USD
Fiduciary Consulting
Fiduciary consulting agreements are negotiated for a flat rate on a project-by-project basis.