Wealthrise Financial Planning provides investment management and financial planning services. They focus on understanding clients' goals, risk tolerance, and preferences to create an optimal asset allocation. Services include financial planning, portfolio reviews, portfolio design using low-cost funds, rebalancing, and tax-efficient investment placement. They work with clients to develop a savings plan and investing strategy.
Assets Under Management$120M
Clients94
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1000K | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable at Wealthrise’s sole discretion in limited circumstances such as family relationship or sizable assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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