Radnor Financial Advisors, LLC

Radnor Financial Advisors, LLC is an SEC registered investment adviser established on October 30, 2015, and became a wholly-owned subsidiary of CI Private Wealth US, LLC on January 1, 2022. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis, with an annual investment advisory fee based on a percentage of client assets. They also provide financial planning and consulting services on a separate fee basis. Clients are required to enter into agreements outlining the terms and conditions of engagement. The firm's investment strategy is based on asset allocation, diversification, and continuous portfolio monitoring. Radnor Financial Advisors may recommend structured notes, private investment funds, and socially responsible investments. The firm does not accept performance-based fees and acts as a fiduciary. Clients include individuals, high net worth individuals, trusts, and estates. The firm's annual investment advisory fee is negotiable, with a minimum fee of $10,000. Radnor Financial Advisors recommends using Schwab, Ameritrade, Fidelity, TIAA, or Vanguard as broker-dealers/custodians. The firm does not compensate others for client referrals and does not accept directed brokerage arrangements. Clients receive regular account statements and transaction confirmations. The firm has not been subject to disciplinary actions and maintains a Code of Ethics. Radnor Financial Advisors votes proxies for mutual funds and provides comprehensive reporting services. The firm's financial condition is stable, with no bankruptcy history. For further details, clients can contact the Chief Compliance Officer, Stephanie R. Vermillion.