Radius Wealth Management LLC
Radius Wealth Management LLC (CRD# 168159) is a financial advisory firm headquartered in Quincy, MA. They manage $75,871,961 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$972,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Von Stackelberg (CRD# 6557302) is an Investment Advisor Representative working at Radius Wealth Management LLC in Quincy, MA and has over 2 years of experience in the finance industry.
Nancy Von Stackelberg (CRD# 820209) is an Investment Advisor Representative working at Radius Wealth Management LLC in Quincy, MA and has over 23 years of experience in the finance industry. Nancy Von Stackelberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.