Rise Private Wealth Advisors provides financial planning and investment management services. Financial planning covers retirement, investments, protection, taxes, and estate planning. Investment management includes strategy, asset allocation, and portfolio monitoring. Rise Private Wealth Advisors may also provide consulting services for an hourly fee. Rise Private Wealth Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$63M
Clients135
Advisors2
Avg. per Client$470K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K+ | 1.00% |
Accounts within the same household may be combined for a reduced fee. Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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