RISE Consulting, operating as RISE Retirement, offers personalized investment management and financial planning services for individuals, families, and retirement plans. The firm helps clients build and monitor investment portfolios tailored to their goals, time horizons, and risk tolerance, while also covering broader financial planning topics such as retirement income, taxes, estate planning, and insurance. In addition, RISE Consulting assists employers with retirement plans like 401(k)s by serving in various fiduciary capacities. Clients can choose between discretionary portfolio management, where trades are executed on their behalf, or non-discretionary management, where every trade requires approval first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee cannot exceed 1.50% and is negotiable based on criteria such as account size, historical relationship, and asset composition.