Rise Retirement, LLC
Assets Under Management
$39.6M
Number of Clients
776
Number of Advisors
2
Avg. Portfolio per Client
$51K
Avg. Managed per Advisor
$19.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
RISE Retirement, LLC provides investment management services on both a discretionary and non-discretionary basis, tailoring investment strategies to client goals and risk tolerance. They also offer financial planning and consulting services, reviewing various financial aspects like estate plans, investments, and taxes. RISE also provides services to qualified retirement plans, acting as either a limited scope advisor or an investment manager. Seminars and workshops are held to educate the public.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Areas of Practice
Location
710 SE Third Street, Lee'S Summit, MO, 64063