Rise Up Planning offers personalized investment management, financial planning, and consulting services for individuals, families, and retirement plans. Founded in 2023, Rise Up Planning creates customized portfolios using passive investment strategies and modern portfolio theory, aligning investments with each client's specific goals and risk tolerance. In addition to managing portfolios, Rise Up Planning provides standalone or ongoing financial planning covering retirement strategies, cash flow analysis, tax reduction, and risk management. The firm also assists retirement plan sponsors with fiduciary consulting. Rise Up Planning operates as a registered investment advisor based in Edwards, Colorado, led by Michelle Martinez.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment management fee is 1.50% of assets under management, billed monthly based on the average daily balance. Fees are negotiable.