Wealth Advisory
Our wealth advisory practice combines the analytical horsepower of the Radiant Platform with ongoing strategic counsel from experienced advisors. We help clients define investment objectives, construct appropriate allocations, and navigate the complexities of wealth management over multi-decade horizons.
Advisory scope
- Strategic Asset Allocation — Develop target allocations based on goals, time horizon, risk tolerance, and liquidity needs.
- Liquidity Planning — Structure portfolios to meet near-term cash requirements without sacrificing long-term growth potential.
- Tax-Aware Guidance — Coordinate investment decisions with tax efficiency considerations (we do not provide tax preparation services).
- Governance Support — Investment policy statements and reporting frameworks for family offices and trusts.
Client profile
We work primarily with individuals and families with $500K–$5M in investable assets — a segment often underserved by large wirehouses yet requiring more sophistication than robo-advisors provide. Our current advisory roster includes two active wealth advisory relationships totaling approximately $780K in assets under advisory scope.
Fee structure
Wealth advisory engagements are typically structured as annual retainer agreements ranging from $6,000–$18,000/year based on complexity and assets under advisory scope, plus optional analytics module fees. We do not charge asset-based AUM fees, keeping incentives aligned with advice quality rather than asset gathering.