and
Rising Sun Investment Advisers is a leading financial advisory firm that provides expert guidance and advice to clients on all matters related to their investments. With a team of highly qualified and experienced advisors, the firm has helped many individuals and businesses to achieve their financial goals.
H2: How does the advisor help clients – Key Takeaways:
Facts and Insights
Rising Sun Investment Advisers has been in business for over 15 years and has a strong track record of success. It has a team of 20 advisors who are all licensed and certified to provide financial advice. The firm specializes in portfolio management, retirement planning, estate planning, and tax planning.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15+ years |
Financial Services Offered
Rising Sun Investment Advisers offers a range of financial services to help clients achieve their long-term financial goals. These services include:
- Portfolio Management: The firm develops customized investment strategies based on the client’s risk tolerance and financial objectives.
- Retirement Planning: The advisors at Rising Sun help clients create a solid retirement plan that ensures a comfortable and secure retirement.
- Estate Planning: The firm provides guidance on how to transfer assets to the next generation and minimize tax implications.
- Tax Planning: The advisors work closely with clients to develop tax-saving strategies that maximize their after-tax returns.
Client Types
Rising Sun Investment Advisers caters to a diverse client base, including high net worth individuals, families, and small business owners. The firm also serves institutional clients, such as pension funds, endowments, and foundations.
Fees & Compensation
Rising Sun Investment Advisers follows a fee-based model, which means that the advisors do not receive any commission from the sale of financial products. Instead, they charge a fee for their services, which is based on a percentage of the client’s assets under management. This aligns the interests of the firm with those of the client, as the advisors are solely focused on helping clients achieve their financial goals.
Background
Rising Sun Investment Advisers was founded by Daniel Kim, a certified financial planner with over 20 years of experience in the financial industry. Under his leadership, the firm has grown to become a trusted and reputable name in the field of financial services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rising Sun adheres to strict ethical and legal standards set by the Securities and Exchange Commission (SEC). The firm is required to provide full disclosure of any potential conflicts of interest or past disciplinary actions taken against the firm or its advisors.
Overall, Rising Sun Investment Advisers is a reliable and trustworthy partner for individuals and businesses looking to build and grow their wealth. With its experienced team, comprehensive services, and strong track record of success, the firm is well-equipped to help clients navigate the complex world of investments and achieve their long-term financial goals.