Rise Retirement, LLC

RIAState Registered

Total AUM

$71.6M

Discretionary

$48.6M

68% of AUM

Avg account

$207K

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: Lee's Summit, Missouri
CRD number: 299026
Website: www.riseconsultingus.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., JOHN HANCOCK CLEARING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans58.8%
HNWI19.68%
Individuals18.44%
Corporations / Businesses2.93%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rise Retirement, LLC is an independent registered investment adviser organized as a limited liability company. The firm targets both individual and family clients as well as institutional relationships, and lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational workshops among its core advisory activities. Its compensation model includes percentage-of-assets fees as well as hourly and fixed-fee arrangements. Rise Retirement does not identify as an active ESG investor.