Skyrise Financial offers financial planning and investment management services to individuals, joint accounts, retirement accounts, trust accounts, and business accounts. Skyrise offers one-time financial plans, ongoing financial planning, and discretionary investment management. Financial planning can include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
At no time will the total advisory fee exceed 3.00% of assets under management for any Client account unless expressly agreed in writing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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