Rise Advisors, LLC

Rise Advisors, LLC is an SEC registered investment adviser offering financial planning, consulting, and investment management services. Established in June 2020, the firm is owned by Mark B. Jones, Zachary M. Harrington, and Stephanie M. Kelm. Rise provides strategic investment management, analyzing client information to assess goals and manage portfolio risk. The firm offers financial planning services such as cash flow forecasting, retirement planning, and risk management. Investment management services include discretionary management of client portfolios, primarily allocating assets among ETFs, mutual funds, and individual securities. Rise may recommend alternative investments for accredited investors, including illiquid investments like private equity or hedge funds. The firm charges fees based on assets under management, with a tiered fee schedule ranging from 1.00% to 0.25% based on the client's portfolio size. Rise may receive referral fees and compensation from mutual securities for providing investment consulting services to brokerage customers. The firm does not provide performance-based fees, exercises investment discretion, and does not vote client securities. Clients are encouraged to review their accounts regularly, and the firm does not require a minimum portfolio value for engagement.