Rising Femme Wealth is a registered investment advisor located in Colorado, founded in July 2023. The firm offers comprehensive financial planning, ongoing and project-based financial planning, and portfolio management services. Rising Femme Wealth structures portfolios primarily using passive investment strategies like index mutual funds and exchange-traded funds, and also utilizes model portfolios through platforms such as Altruist. The firm specializes in creating personalized financial plans addressing cash flow, college savings, employee benefits, estate planning, risk management, retirement planning, and tax strategies. Rising Femme Wealth operates as a fee-only firm, meaning they are compensated solely by client fees and do not accept commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the firm's discretion. Additional model marketplace platform fees may apply ranging from 0% to 0.49%.