Rise Financial Partners (RFP) manages investment portfolios and offers financial planning services. RFP creates personalized investment plans based on your goals and risk tolerance. They also offer project-based financial planning covering retirement, risk management, college savings, and more. RFP can also provide ongoing business consulting services. They do not sell insurance or prepare legal documents but may recommend other professionals.
Fee Structure
Rise Financial Partners charges a percentage of your portfolio annually for investment management. The exact percentage is negotiated with each client, but it will not exceed 1.5%. Clients with smaller accounts may be subject to higher fees. Fees are charged monthly or quarterly based on the average daily balance of your account.