How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial management and advisory services
- Offers personalized and tailored solutions to meet the unique needs of each client
- Fosters long-term relationships and acts as a trusted partner for financial decision-making
- Utilizes a data-driven approach and stays updated on the latest market trends and strategies
Facts and Insights
RADIUS CAPITAL MANAGEMENT, LLC is a leading financial management firm that serves a diverse clientele. With a team of highly experienced and knowledgeable advisors, RADIUS provides comprehensive and personalized solutions to meet the unique financial goals and needs of each client. The firm is committed to staying updated on the latest market trends and strategies, and utilizing a data-driven approach to deliver superior financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1 billion |
|---|---|
| Number of Advisors: | 25 |
| Time in Business: | 15 years |
Financial Services Offered
RADIUS CAPITAL MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment management and advisory services
- Estate planning and wealth transfer strategies
- Retirement planning and income strategies
- Tax planning and optimization
- Insurance and risk management solutions
Client Types
RADIUS CAPITAL MANAGEMENT, LLC serves a diverse clientele, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation
RADIUS CAPITAL MANAGEMENT, LLC charges fees based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of the clients, as the advisors are motivated to help grow and protect the clients’ assets. The firm also offers hourly or flat-rate fees for specific financial services, and all fees are fully disclosed and transparent.
Background
RADIUS CAPITAL MANAGEMENT, LLC was founded in 2006 by a team of seasoned financial professionals with a wealth of experience and expertise in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and is held to the highest standards of fiduciary responsibility, always acting in the best interests of the clients.
Financial Advisor Disclosures to Know
RADIUS CAPITAL MANAGEMENT, LLC prides itself on maintaining transparent and ethical business practices. As a registered investment advisor, the firm has a fiduciary duty to act in the best interests of its clients. Other disclosures to know include:
- No history of regulatory sanctions or disciplinary actions
- No conflicts of interest, as advisors do not receive any commissions or incentives for recommending specific products or services
- Clear and thorough disclosures of all fees and potential conflicts of interest