Alpha Rising Advisors offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. The firm may recommend third-party money managers and will monitor their performance. Alpha Rising Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, and other securities.
Assets Under Management$24M
Clients17
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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