Rise Financial Partners manages custom investment portfolios and provides financial planning and business consulting services for individuals, high-net-worth clients, businesses, and charitable organizations. Rise Financial Partners helps clients with retirement planning, tax strategies, estate planning, risk management, college savings, cash flow, and business consulting. The firm builds portfolios using a combination of technical analysis, cyclical analysis, and Modern Portfolio Theory, focusing on passive management strategies with index funds and exchange-traded funds, alongside selective investments in private funds or interval funds when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rise Financial Partners charges an annual fee of up to 1.50% of assets under management, with rates individually negotiated.