Josiah Robison is a registered investment advisor at Rise Financial Partners, based in Colorado Springs, CO, with 4 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 132 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rise Financial Partners charges a percentage of your portfolio annually for investment management. The exact percentage is negotiated with each client, but it will not exceed 1.5%. Clients with smaller accounts may be subject to higher fees. Fees are charged monthly or quarterly based on the average daily balance of your account.
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Josiah is the Chief Financial Officer at Cassell Counseling LLC, a mental health clinic, since June 2022. He spends about 10-20% of his time on strategic planning, payroll, and insurance claim billing, with minimal time during securities trading hours.
Employment History
Current Registrations
Rise Financial Partners
State Registrations1 state
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