Rise Advisors provides investment management and financial planning services to individuals, trusts, estates, and businesses. Rise analyzes client information to assess their current situation, define their goals, and determine what steps to take to meet those goals. The firm manages client investment portfolios, primarily using exchange-traded index funds, mutual funds, and individual securities. Rise also offers financial planning and consulting services, including cash flow forecasting, insurance needs analysis, retirement plan analysis, and estate planning.
Assets Under Management$340M
Clients426
Advisors7
Avg. per Client$800K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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