Total Wealth Management

Our complete, hi-touch wealth management service with personal, one-on-one attention to your entire financial picture.

Radius Investment Management

Automated Investment Management with a targeted personal approach tailored to meet your needs.

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radius

Radius by Concentrum Wealth is a complete Investment Management service tailor made for clients who are managing their own assets but that need some help navigating the turbulent waters of investing. With Radius you get access to our account aggregation service and quarterly webinars, no trade, transaction or rebalancing fees, and there’s no minimum on Tax Loss Harvesting.  You can even receive annual consultations with one of our CERTIFIED FINANCIAL PLANNER™ professionals who will review your account activity and help guide your investment decisions for the year to come.

 

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Which Tier Is Right For You

Radius offers a two tiers of services for our customers depending upon your investment balance. Both of the Radius tier levels offer:

  • Access to our Account Aggregation service
  • Quarterly Webinars with lots of useful information
  • No trade fees!
  • No rebalancing fees!
  • And Tax Loss Harvesting (with no minimum)

For clients with an investment balance greater than $250K, Radius also offers a yearly, hour-long one-on-one consultation with one of our CERTIFIED FINANCIAL PLANNER™ professionals and a complete “Life Assessment” wherein we sit with you, discuss your overall financial picture and decide together if you would benefit from any of the additional services that Concentrum Wealth offers, or if Radius is still the perfect solution for you.

Tier 1

Up To $250K

Tier 2

More Than $250K

Access To Aggregation X X
Quarterly Webinars X X
No Trade Fees X X
No Rebalancing Fees X X
Tax Loss Harvesting X X
Yearly 1-on-1 Consultation n/a X

Looking For More

Need more than just Investment Management? Explore our Total Wealth Management Service offering today!

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