Rising Capital offers investment advice to individuals, high net worth individuals, and institutions. Rising Capital creates customized investment strategies and manages client portfolios using mutual funds, exchange-traded funds, equities, and fixed income. Rising Capital also offers financial planning services covering areas like retirement, education, and insurance needs. Clients are not obligated to implement any recommendations made by Rising Capital.
Assets Under Management$37M
Clients6
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.70% |
| $10M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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