Rising Sun Investment Advisers provides investment management services tailored to individual client needs. The firm's investment strategy is based on Modern Portfolio Theory and Asset Allocation, adhering to a long-term, buy-and-hold philosophy. They use fundamental and technical analysis to make investment decisions. Clients may impose restrictions on their investments.
Assets Under Management$9.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees may be negotiable or waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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