Firm
RISE Investments
Chicago, Illinois
Fee-only
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | riseinvestmentsusa.com |
| [email protected] | |
| Phone | (312) 620-4492 |
RISE Investments fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"No. Unlike most financial advisors, we do not require you to have a certain amount of assets to become a client." source
"we utilize a tiered "assets under management (AUM)" fee structure" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 21 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 333576 |