Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
710 SE Third Street, Lee'S Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sara is an owner/partner in Rise CPAs LLC (tax & accounting services), Rise Risk Management LLC (P&C Insurance), and Rise Agency LLC (insurance business), dedicating a few hours per week to each. She is also an owner/managing partner in Rise Consulting LLC (RIA), spending about a quarter of her time on this activity.
Employment History
Current Registrations
Rise Retirement, LLC
Previous Registrations
Two West Capital Advisors LLC
Principal Securities, INC.
Principal Securities, INC.Broker
American Century Investment Services INC.Broker
Bosc, INC.Broker
Bok Financial Advisors
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.