Risemint
Assets Under Management
$121.0M
Number of Clients
292
Number of Advisors
1
Average Client AUM
$414K
AUM per Advisor
$121.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Risemint Capital Advisors provides asset management services with a focus on building portfolios to meet client needs. They offer investment advice to individuals, high net worth individuals, foundations, and endowments. The firm emphasizes developing and executing plans designed to build and preserve wealth.
Fee Structure
Risemint Capital Advisors charges an annual fee based on the portfolio size, assessed quarterly in advance. The minimum account opening balance is $500,000, which may be negotiable. For accounts utilizing the Risemint program, the annual advisory fee is 1.00% total (0.8% to Risemint and 0.2% to Betterment). Financial planning services are available for an upfront fee, with additional monthly or hourly consulting fees. Annuity products have a negotiable fee between 0.25% and 1% annually.
Areas of Practice
Location
32186 Castle Court, 3rd Floor, Evergreen, CO, 80439