Rising Financial manages investment portfolios and develops financial plans for clients. They offer ongoing financial planning, investment management, and project-based financial planning services. Financial plans cover areas like cash flow, college savings, employee benefits, insurance, investments, risk management, tax planning, estate planning, retirement planning, and business planning. Rising Financial primarily uses passive investment management strategies.
Fee Structure
Rising Financial offers investment management as part of their ongoing financial planning service. The annual fee is based on a combination of your adjusted gross income, personal net worth, and the complexity of your financial situation. The fee is paid quarterly in advance. Fees are negotiable. This service may be terminated with 30 days’ notice.
