RISE Retirement, LLC offers investment management, financial planning, and consulting services. Investment strategies are tailored to individual client goals and risk tolerance. Financial planning covers wills, estate plans, investments, taxes, retirement income, and college planning. RISE also provides services to qualified retirement plans, acting as either a 3(21) or 3(38) advisor. Seminars and workshops are held to educate the public.
Assets Under Management$72M
Clients164
Advisors2
Avg. per Client$440K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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