Raise Financial Advisors (RFA) manages investment portfolios on a non-discretionary basis, tailoring them to individual client needs. RFA also offers ongoing financial planning, developing and implementing plans based on client goals. Additionally, RFA provides hourly and project-based financial planning services covering various topics like retirement, risk management, and estate planning.
Assets Under Management$18M
Clients50
Advisors1
Avg. per Client$360K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
Annual fees are negotiable. For clients with $300,000 or more in assets under management, ongoing financial planning services may be provided without an additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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