Stephanie Kelm is a registered investment advisor at Rise Advisors, LLC, based in Rochester, NY, with 6 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 426 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
400 Linden Oaks, Suite 120, Rochester, NY, 14625
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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
Stephanie is a Partner/Financial Planner, IAR, and CCO of Rise Advisors, LLC, an SEC registered RIA, dedicating more than full-time hours to this role. She is also a life insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Rise Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Northlanding Financial Partners, LLC
State Registrations2 states
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