Rise Financial Group (RFG) provides financial consulting services, including reviews of wills, estate plans, investments, taxes, and insurance. RFG also recommends third-party managers (TPMs) to manage client portfolios. RFG monitors the TPM's performance and acts as a liaison between the client and the TPM. Daniel T. Anderson is the owner and also works as an insurance agent, which may present a conflict of interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Rise Financial Group does not directly manage client investments. Instead, RFG refers clients to third-party investment managers (TPMs). The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to the TPM, Gradient Investments, and 1.00% to Rise Financial Group)
- Tactical Portfolios: 1.80% annually (0.80% to Gradient Investments and 1.00% to Rise Financial Group) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments and 1.00% to Rise Financial Group)
- Private Wealth Series Portfolios: 1.80% annually (0.80% to Gradient Investments and 1.00% to Rise Financial Group)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments and 0.60% to Rise Financial Group)
- Client Directed Accounts: $300 annually to Gradient Investments
A quarterly service fee of $15 is also charged per account. These fees are negotiable.
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