Risen Phoenix Capital Advisers, LLC (RPCA) offers customized wealth management services. These services include investment management, retirement planning, trust and estate planning coordination, tax preparation and planning (through a related entity), insurance planning, and comprehensive financial planning. Each service can be offered individually, in combination, or as part of a comprehensive plan.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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