RISER Investing provides investment advisory services to individuals, families, and retirement plan sponsors. For individuals and families, RISER Investing creates personalized investment strategies aligned with their objectives, financial situation, and risk tolerance. For retirement plans, RISER Investing acts as a fiduciary, selecting and monitoring investments within the plan's lineup. RISER Investing is a fee-only advisor, meaning it does not receive commissions or referral fees.
Assets Under Management$24M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For individuals and families. Fees are negotiable and may vary among clients. For plan sponsors of retirement plans, the annual management fee is 0.30%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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