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  All fees are assessed as a percentage of assets under management (AUM), withdrawn directly from the client account on a monthly basis; we receive no commissions or other incentives to trade or recommend insurance or mutual fund products.

*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.