Rise North Capital Investment Advisors (RNCIA) provides asset management through co-advisors, ERISA plan services for retirement plans, and financial planning and consulting. RNCIA customizes client portfolios, monitors investment options, and offers ongoing financial planning services. They also hold educational workshops. RNCIA does not directly trade for client accounts.
Assets Under Management$0
ClientsN/A
Advisors12
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
RNCIA uses co-advisors for investment management. The total maximum annual fee is 2.0%, which includes the co-advisor's fee of 0.70%. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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