Risen Phoenix Capital Advisers provides customized wealth management and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, corporations, and other business entities. Founded in 2025 and led by Alex Toussaint, the firm offers a core suite of services including investment management, retirement planning, trust and estate planning coordination, insurance planning, and comprehensive financial planning. Investment management is handled with the authority to make trades without asking first, utilizing diversified asset classes such as stocks, bonds, mutual funds, exchange-traded funds, and alternative investments aligned with each client's goals and risk tolerance. In addition to core advisory services, the firm coordinates with related entities for tax preparation and planning. Each service is available as a standalone option, combined with other services, or as part of a comprehensive financial plan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are billed quarterly in arrears based on the prior quarter's ending balance.