A hands-on approach to wealth management.
Managing wealth isn’t just about investing—it’s about ensuring every financial decision aligns with your goals, minimizes taxes, and positions you for long-term success.
At Ryse Capital Management, we provide comprehensive financial planning and active investment management, giving business owners a structured approach to optimizing their wealth.
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We take a holistic approach to your financial life, integrating tax strategy, investment management, estate planning, and business finances to create a plan tailored to your long-term goals. Our focus is on proactive, personalized guidance that evolves with you.
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We build and manage customized portfolios designed to maximize growth while minimizing unnecessary risk. Our approach prioritizes tax efficiency, individual stock and bond selection, and strategic asset allocation.
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Our transparent, flat-fee model ensures you get expert financial advice without being charged based on your portfolio size. No commissions, no AUM fees, no hidden fees.
Comprehensive Planning
Tax Planning
Minimize your tax bill with smart strategies like income structuring, entity selection, and tax-efficient investing.
Retirement & Legacy Planning
Build a secure future and make sure your wealth supports the people and causes you care about for generations to come.
Cash Flow Optimization
Make your money work for you by balancing income, investments, and spending.
Asset Protection & Risk Management
Shield your wealth from the unexpected with the right insurance, trusts, and smart risk management strategies.
Investment Management
Focused Stock Portfolios
A high-conviction approach to quality stock selection, built around your goals.
Bond Ladders
Customized portfolios of individual bonds designed for predictable income and risk management.
Tax-Efficient Investing
Minimize taxes with smart strategies like capital gains management, tax-loss harvesting, and asset location.
Core & Satellite Strategy
A mix of active stock selection and ETF exposure, built to optimize returns while managing risk.
Who we work with.
We specialize in working with high-earning business owners and professionals who want expert financial guidance without the conflicts of traditional firms. Our clients value proactive wealth management, tax strategy, and a hands-on approach to growing and protecting their wealth.
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Your finances are a little more complex than the average person’s, and that’s okay. It just means you likely need a little more specialized advice.
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If you earn a lot or have a lot, you’re likely looking for ways to save on taxes & fees, protect yourself, and leave a lasting impact on your family or the world.
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You want a high-touch & proactive approach to financial planning.
We limit our firm to 50 clients so we can spend more time with you and your family.
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You see value in outsourcing complex financial decisions to a specialist.
Our goal is to be your most affordable and valuable “employee”.
Transparent, Flat Fees Based on Complexity.
At Ryse Capital Management, we believe in a modern approach to wealth management—one where you’re not penalized for your success. We charge a flat, fixed fee based on complexity, not assets under management (AUM). Unlike traditional advisors who take a percentage of your wealth, our model ensures you get strategic, personalized financial guidance without hidden incentives or rising costs as you grow.
How Our Pricing Works
Your service tier is based on your financial complexity, not how much money we manage.
Step 2: You’re placed in a service tier based on complexity—not assets.
Step 3: Your plan is implemented with a higher Year 1 fee due to initial setup work.
Step 4: After Year 1, your ongoing fee decreases to reflect ongoing management.
Foundation
For high earners looking to build wealth and minimize taxes.
Year 1: $12,000
Ongoing: $10,000/year
Billed monthly via ACH or from investment accounts.
Ascent
For business owners and executives with complex finances.
Year 1: $20,000
Ongoing: $15,000/year
Billed monthly via ACH or from investment accounts.
Peak
For high-net-worth entrepreneurs with very advanced planning needs.
Year 1: $30,000
Ongoing: $20,000/year
Billed monthly via ACH or from investment accounts.
What Determines Your Tier?
Your service tier is based on complexity. We take into account your income, net worth, business ownership, tax complexity, estate planning needs, and the level of advisory support required. For example, a couple who own multiple businesses and rental properties who have $1M invested in the market would likely be in a higher tier than a recent retiree with $10M invested in index funds, with basic tax and estate planning needs. It's not based on how much money we manage.
We adjust your tier only when financial complexity changes significantly. Any fee adjustments will be communicated in advance and require your approval.
Why Is Year 1 Priced Higher?
The first year is usually more intensive. We'll have more meetings than usual to get to know each other, gather data and develop your plan. Implimentation of the plan can take over 12 months, with the bulk of the work being done early on.
Your fee drops after year 1 since the bulk of the planning and implimentation has been done, and we're now focused on keeping you on track to reach your goals, actively manage your portfolio, and be there for any questions or concerns that may arise.
Project-Based Planning
For clients who need one-time financial planning, we offer project-based engagements ranging from $5,000 – $12,000, based on complexity. This includes business transitions, tax planning strategies, investment analysis, and more.
AUM vs. Flat Fee – What’s the Difference?
Traditional AUM-based advisors charge a percentage of your portfolio every year, meaning your fees increase as your wealth grows—even if the advisor provides the same level of service. Our flat-fee model ensures transparent, predictable pricing, so you aren't penalized for your financial success.
Comparing advisor fees isn’t always apples to apples. Some focus purely on investments, others on planning, and some offer a more comprehensive approach. This calculator is a starting point to see what you're paying now and how our flat fee compares—but cost alone doesn’t tell the whole story. Consider the level of service you're receiving. If your advisor primarily manages investments with minimal planning support, a more hands-on approach that includes tax and financial planning could provide additional value. On the other hand, if you're only looking for investment management, and our flat fee is significantly higher than what you're paying now, an AUM model may make more sense for you.