Rise Private Wealth Management provides investment management, financial planning, and retirement consulting services to individuals, high net worth individuals, trusts, estates, and businesses. The firm offers discretionary and non-discretionary investment management, building custom portfolios using stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. Financial planning and consulting services cover broad areas including cash flow forecasting, estate planning, insurance, retirement, and tax planning through an affiliated tax service. The firm also provides retirement plan consulting to employer plan sponsors and utilizes third-party money managers and platforms for specialized strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable. Additional third-party program or manager fees may apply.