RISE Investment Management provides investment management and financial planning services. For investments, RISE primarily uses individual stocks and bonds, REITs, mutual funds, and ETFs. They may also use private placements for accredited investors. Financial planning covers cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. RISE tailors its services to each client's financial situation and goals.
Assets Under Management$35M
Clients39
Advisors2
Avg. per Client$890K
Avg. per Advisor$17M
Fee Structure
RISE Investment Management charges an annual fee based on the value of your portfolio, billed monthly or quarterly. The fee ranges are:
- $100,000 - $999,999: 0.80% - 1.00%
- $1,000,000 - $2,999,999: 0.70% – 0.90%
- $3,000,000 - $4,999,999: 0.60% - 0.80%
- $5,000,000 - $10,000,000: 0.50% - 0.75%
- Over $10,000,000: Negotiable
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